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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $32,500 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,950 |
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 | $116,854 | $89,652+30.3% | $141,162-17.2% | $65,185+79.3% |
| Participation rate | 82.2% | 74.7%+7.5pp | 82.5%-0.3pp | 70.2%+12.0pp |
| Annual return | 25.02% | 32.79%-7.8pp | 71.39%-46.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $8,245 | $3,065+169.0% | $4,735+74.1% | $2,177+278.8% |
| Participant deferral / active EE | $13,146 | $5,691+131.0% | $6,709+95.9% | $3,514+274.1% |
| Admin fee / account holder | $62 | $569-89.2% | $10,261-99.4% | $847-92.7% |