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 Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,850 |
GOLDMAN SACHS1+ years Service code 28 | Investment Management | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
OPPENHEIMER2+ years Service code 28 · EIN 13-5657518 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: TRP Service code 15 | Recordkeeping | $0 |
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 | $57,144 | $60,349-5.3% | $74,183-23.0% | $62,891-9.1% |
| Participation rate | 86.0% | 72.7%+13.3pp | 76.6%+9.4pp | 69.3%+16.7pp |
| Annual return | 9.51% | 21.37%-11.9pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,986 | $1,680+77.7% | $2,370+26.0% | $2,281+30.9% |
| Participant deferral / active EE | $3,440 | $2,856+20.4% | $3,550-3.1% | $3,203+7.4% |
| Admin fee / account holder | $13 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |