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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $15,000 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 04-3583801 | Recordkeeping | $1,650 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $400 |
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 | $152,393 | $63,299+140.8% | $91,001+67.5% | $62,292+144.6% |
| Participation rate | 82.9% | 73.3%+9.5pp | 75.6%+7.3pp | 69.5%+13.3pp |
| Annual return | 16.71% | 20.99%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $4,256 | $1,807+135.6% | $2,456+73.3% | $2,042+108.4% |
| Participant deferral / active EE | $5,367 | $2,943+82.4% | $3,547+51.3% | $3,169+69.4% |
| Admin fee / account holder | $103 | $468-78.0% | $5,417-98.1% | $479-78.6% |