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 9-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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $830 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 · EIN 13-4064930 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET6 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
INVESCO5 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,775 | $62,327-4.1% | $120,354-50.3% | $74,495-19.8% |
| Participation rate | 42.6% | 56.8%-14.1pp | 71.9%-29.3pp | 67.2%-24.6pp |
| Annual return | 15.08% | 18.61%-3.5pp | 107.15%-92.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $897 | $1,843-51.3% | $3,463-74.1% | $2,623-65.8% |
| Participant deferral / active EE | $2,133 | $2,893-26.3% | $4,991-57.3% | $4,346-50.9% |
| Admin fee / account holder | $10 | $2,396-99.6% | $9,423-99.9% | $1,942-99.5% |