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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 | $5,300 |
AMERICAN CENTURY5+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON5+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OAKMARK5+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER5+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG5+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,843 | $63,114+31.3% | $92,893-10.8% | $65,185+27.1% |
| Participation rate | 94.4% | 68.8%+25.6pp | 76.0%+18.4pp | 70.2%+24.2pp |
| Annual return | 25.83% | 28.75%-2.9pp | 109.41%-83.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $184 | $2,571-92.8% | $3,653-95.0% | $2,177-91.5% |
| Participant deferral / active EE | $3,128 | $3,108+0.7% | $4,236-26.2% | $3,514-11.0% |
| Admin fee / account holder | $35 | $624-94.4% | $5,794-99.4% | $847-95.9% |