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 INC4+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,300 |
GOLDMAN SACHS3+ years Service code 28 | Investment Management | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
OPPENHEIMER4+ years Service code 28 · EIN 13-5657518 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ 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 | $60,202 | $62,586-3.8% | $76,768-21.6% | $64,186-6.2% |
| Participation rate | 90.2% | 72.8%+17.4pp | 77.0%+13.3pp | 69.6%+20.7pp |
| Annual return | -4.80% | -1.95%-2.9pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,420 | $1,832+86.7% | $2,485+37.6% | $2,381+43.7% |
| Participant deferral / active EE | $3,944 | $3,145+25.4% | $3,852+2.4% | $3,470+13.7% |
| Admin fee / account holder | $15 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |