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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,367 |
Filed as: MESIROW FINANCIAL Service code 27 1307 NEW HAMPSIRE AVE NW · WASHINGTON, DC 20036 | Advisory (Plan) | $40,407 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $533,483 | $136,307+291.4% | $177,821+200.0% | $73,488+625.9% |
| Participation rate | 95.9% | 86.1%+9.8pp | 87.7%+8.2pp | 70.7%+25.3pp |
| Annual return | 14.30% | 18.68%-4.4pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $27,080 | $3,712+629.5% | $5,918+357.6% | $2,270+1092.9% |
| Participant deferral / active EE | $14,269 | $5,829+144.8% | $7,714+85.0% | $3,740+281.6% |
| Admin fee / account holder | $580 | $596-2.5% | $12,427-95.3% | $513+13.1% |