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 7-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 |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $27,608 |
FRANKLIN TEMPLETON3 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OAKMARK3 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Filed as: VOYA INVESTMENTS Service code 28 · EIN 41-0991508 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,865 | $84,487-55.2% | $125,339-69.8% | $66,914-43.4% |
| Participation rate | 38.2% | 76.4%-38.2pp | 82.4%-44.2pp | 69.8%-31.6pp |
| Annual return | -17.88% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $135 | $3,553-96.2% | $4,814-97.2% | $2,544-94.7% |
| Participant deferral / active EE | $7,116 | $6,781+4.9% | $7,446-4.4% | $4,237+68.0% |
| Admin fee / account holder | $154 | $685-77.5% | $10,010-98.5% | $593-74.0% |