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 | $164,208 |
Filed as: IFP ADVISORS, INC. Service code 16 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Consulting | $59,000 |
THE LAMPO GROUP, INC.6 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $20,796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,270 | $103,918+18.6% | $94,646+30.2% | $80,160+53.8% |
| Participation rate | 94.9% | 85.8%+9.1pp | 80.8%+14.1pp | 72.9%+22.0pp |
| Annual return | 18.72% | 27.77%-9.1pp | 156.71%-138.0pp | 40.38%-21.7pp |
| Employer contribution / active EE | $2,795 | $3,539-21.0% | $3,672-23.9% | $2,978-6.1% |
| Participant deferral / active EE | $9,199 | $9,528-3.4% | $7,418+24.0% | $5,017+83.4% |
| Admin fee / account holder | $92 | $96-4.8% | $7,231-98.7% | $145-36.7% |