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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $141,496 |
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 16 305 FIFTH AVE SOUTH · NAPLES, FL 34102 | Consulting | $106,038 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,533 | $89,178-13.1% | $91,541-15.3% | $102,872-24.6% |
| Participation rate | 73.0% | 79.7%-6.7pp | 69.8%+3.2pp | 73.0%0pp |
| Annual return | 15.99% | 14.52%+1.5pp | 20.50%-4.5pp | 19.06%-3.1pp |
| Employer contribution / active EE | $2,636 | $3,455-23.7% | $2,505+5.2% | $3,526-25.3% |
| Participant deferral / active EE | $4,802 | $4,657+3.1% | $4,008+19.8% | $5,535-13.2% |
| Admin fee / account holder | $224 | $134+67.2% | $6,956-96.8% | $292-23.3% |