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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $28,053 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX4 years 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 |
OAKMARK4 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,055 | $63,442-14.8% | $68,791-21.4% | $66,914-19.2% |
| Participation rate | 86.2% | 60.0%+26.3pp | 69.0%+17.2pp | 69.8%+16.4pp |
| Annual return | -14.78% | -8.29%-6.5pp | -6.38%-8.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,325 | $1,775-25.3% | $2,655-50.1% | $2,544-47.9% |
| Participant deferral / active EE | $3,400 | $2,945+15.5% | $3,941-13.7% | $4,237-19.8% |
| Admin fee / account holder | $253 | $577-56.2% | $4,932-94.9% | $593-57.4% |