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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $194,691 |
Filed as: IFP ADVISORS, INC. Service code 16 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Consulting | $59,000 |
THE LAMPO GROUP, INC.7 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $34,518 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,438 | $115,744+22.2% | $100,391+40.9% | $199,593-29.1% |
| Participation rate | 96.2% | 85.7%+10.5pp | 81.5%+14.7pp | 72.0%+24.2pp |
| Annual return | 13.62% | 17.79%-4.2pp | 49.20%-35.6pp | 34.25%-20.6pp |
| Employer contribution / active EE | $3,292 | $3,657-10.0% | $3,942-16.5% | $3,034+8.5% |
| Participant deferral / active EE | $9,968 | $9,844+1.3% | $8,082+23.3% | $5,087+96.0% |
| Admin fee / account holder | $109 | $93+17.5% | $7,899-98.6% | $269-59.4% |