Filed October 21, 2021
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 |
|---|---|---|
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $103,520 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,140 | $66,528+172.3% | $86,874+108.5% | $86,799+108.7% |
| Participation rate | 98.1% | 72.4%+25.7pp | 71.6%+26.4pp | 72.3%+25.8pp |
| Annual return | 14.93% | 19.56%-4.6pp | 63.52%-48.6pp | 97.91%-83.0pp |
| Employer contribution / active EE | $12,829 | $2,007+539.2% | $2,495+414.1% | $2,405+433.3% |
| Participant deferral / active EE | $6,867 | $3,240+112.0% | $3,699+85.6% | $4,131+66.2% |
| Admin fee / account holder | $265 | $148+78.6% | $5,828-95.5% | $170+56.0% |