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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.
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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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $58,279 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
EAGLEASSET6 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT6 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PUTNAM MUTUAL FUNDS Service code 28 · EIN 36-4488942 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,030 | $50,815-64.5% | $155,509-88.4% | $77,643-76.8% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+16.0pp | 70.6%+23.7pp |
| Annual return | 23.66% | 34.80%-11.1pp | 64.67%-41.0pp | 31.24%-7.6pp |
| Employer contribution / active EE | $1,235 | $1,993-38.0% | $4,672-73.6% | $2,726-54.7% |
| Participant deferral / active EE | $4,992 | $2,822+76.9% | $5,626-11.3% | $4,647+7.4% |
| Admin fee / account holder | $72 | $437-83.4% | $15,912-99.5% | $430-83.2% |