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 |
|---|---|---|
Filed as: NELSON MULLINS RILEY Service code 10 1320 MAIN STREET · COLUMBIA, SC 29201 | Accounting | $55,966 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $16,500 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $3,310 |
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 | $101,333 | $63,905+58.6% | $74,183+36.6% | $57,658+75.7% |
| Participation rate | 94.6% | 79.8%+14.9pp | 76.6%+18.0pp | 70.2%+24.4pp |
| Annual return | 11.13% | 60.60%-49.5pp | 17.74%-6.6pp | 5.13%+6.0pp |
| Employer contribution / active EE | $6,221 | $1,840+238.0% | $2,370+162.5% | $1,974+215.2% |
| Participant deferral / active EE | $8,255 | $3,448+139.4% | $3,550+132.6% | $3,061+169.7% |
| Admin fee / account holder | $88 | $91-3.9% | $5,586-98.4% | $95-7.4% |