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 |
|---|---|---|
POLLARD & ASSOCIATES, INC.3 years Filed as: POLLARD & ASSOCIATES, INC Service code 13 ONE NORTH PARK DR · HUNT VALLEY, MD 21030 | Contract Administrator | $5,675 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN Service code 15 · EIN 52-1714114 | Recordkeeping | $4,747 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,992 | $72,277-88.9% | $101,248-92.1% | $79,858-90.0% |
| Participation rate | 89.5% | 68.5%+21.0pp | 75.8%+13.7pp | 69.6%+19.8pp |
| Annual return | 15.63% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,939 | $2,692+9.2% | $3,660-19.7% | $2,471+18.9% |
| Participant deferral / active EE | $1,445 | $3,282-56.0% | $4,370-66.9% | $3,740-61.4% |
| Admin fee / account holder | $99 | $4,400-97.7% | $5,945-98.3% | $5,306-98.1% |