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: CURTIS MALLET-PREVOST COLT & MOSLE Service code 29 PO BOX 27930 · NEW YORK, NY 10087 | Legal | $51,093 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,167 | $38,510-58.0% | $74,550-78.3% | $73,367-78.0% |
| Participation rate | 65.8% | 53.5%+12.3pp | 69.1%-3.3pp | 69.5%-3.6pp |
| Annual return | -1.14% | -0.94%-0.2pp | 32.53%-33.7pp | 173.45%-174.6pp |
| Employer contribution / active EE | $464 | $774-40.1% | $1,961-76.4% | $2,499-81.4% |
| Participant deferral / active EE | $1,153 | $1,421-18.8% | $3,108-62.9% | $4,033-71.4% |
| Admin fee / account holder | $6 | $52-88.6% | $5,060-99.9% | $68-91.3% |