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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $30,513 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: MASS MUTUAL FUND Service code 28 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $0 |
OAKMARK1 year Service code 28 · EIN 04-3276558 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,528 | $47,922-2.9% | $75,886-38.7% | $65,185-28.6% |
| Participation rate | 92.7% | 63.0%+29.7pp | 69.3%+23.4pp | 70.2%+22.5pp |
| Annual return | 20.73% | 24.12%-3.4pp | 30.76%-10.0pp | 29.38%-8.7pp |
| Employer contribution / active EE | $728 | $1,557-53.3% | $2,500-70.9% | $2,177-66.6% |
| Participant deferral / active EE | $2,459 | $2,550-3.6% | $3,603-31.8% | $3,514-30.0% |
| Admin fee / account holder | $265 | $532-50.1% | $5,418-95.1% | $847-68.7% |