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 |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,116 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,573 |
MMA SECURITIES LLC1 year Filed as: MARSH AND MCLENNAN COMPANIES, Service code 28 · EIN 36-2668272 | Investment Management | $11,813 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $68,769 | $99,078-30.6% | $96,544-28.8% | $74,419-7.6% |
| Participation rate | 88.5% | 80.7%+7.8pp | 76.0%+12.5pp | 70.7%+17.8pp |
| Annual return | 16.26% | 22.48%-6.2pp | 25.84%-9.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,578 | $2,570+0.3% | $2,965-13.1% | $2,637-2.3% |
| Participant deferral / active EE | $3,564 | $4,933-27.8% | $4,851-26.5% | $4,528-21.3% |
| Admin fee / account holder | $86 | $225-61.9% | $8,252-99.0% | $348-75.4% |