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 INC3+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,750 |
GOLDMAN SACHS2+ years Service code 28 | Investment Management | $0 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
OPPENHEIMER3+ years Service code 28 · EIN 13-5657518 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ 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 | $68,295 | $67,606+1.0% | $82,313-17.0% | $70,131-2.6% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.8pp |
| Annual return | 16.67% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $3,161 | $1,755+80.1% | $2,428+30.2% | $2,342+34.9% |
| Participant deferral / active EE | $3,487 | $2,987+16.8% | $3,706-5.9% | $3,332+4.7% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |