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 INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $2,650 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
ROYCE1+ years Filed as: ROYCE FUNDS Service code 28 · EIN 52-2343049 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC 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 | $120,957 | $53,412+126.5% | $68,509+76.6% | $52,331+131.1% |
| Participation rate | 95.3% | 71.7%+23.6pp | 74.7%+20.5pp | 68.1%+27.2pp |
| Annual return | 0.10% | 3.42%-3.3pp | 8.27%-8.2pp | 4.54%-4.4pp |
| Employer contribution / active EE | $4,280 | $1,607+166.3% | $2,278+87.9% | $1,882+127.4% |
| Participant deferral / active EE | $6,108 | $2,688+127.3% | $3,382+80.6% | $3,022+102.1% |
| Admin fee / account holder | $16 | $461-96.4% | $5,275-99.7% | $592-97.2% |