See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $61,500 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,373 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,177 | $73,102+24.7% | $123,544-26.2% | $56,287+62.0% |
| Participation rate | 80.1% | 74.3%+5.8pp | 82.3%-2.2pp | 69.9%+10.2pp |
| Annual return | -5.57% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $7,624 | $2,977+156.1% | $4,628+64.7% | $2,111+261.1% |
| Participant deferral / active EE | $12,103 | $5,423+123.2% | $6,426+88.4% | $3,350+261.3% |
| Admin fee / account holder | $111 | $554-79.9% | $9,284-98.8% | $521-78.7% |