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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,779 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $11,475 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 27 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Advisory (Plan) | $11,475 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,321 | $58,879+338.7% | $178,490+44.7% | $73,488+251.5% |
| Participation rate | 83.0% | 66.2%+16.7pp | 81.9%+1.0pp | 70.7%+12.3pp |
| Annual return | 13.66% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $7,883 | $2,236+252.5% | $5,011+57.3% | $2,270+247.3% |
| Participant deferral / active EE | $5,450 | $2,567+112.3% | $5,202+4.8% | $3,740+45.8% |
| Admin fee / account holder | $248 | $400-38.0% | $13,984-98.2% | $513-51.6% |