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 | $28,150 |
ALLIANZ GLOBAL INVESTORS4+ years Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
JANUS HENDERSON4+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,439 | $62,267+32.4% | $110,238-25.2% | $55,725+47.9% |
| Participation rate | 81.4% | 78.1%+3.3pp | 79.8%+1.6pp | 70.9%+10.6pp |
| Annual return | -2.89% | -1.07%-1.8pp | 314.74%-317.6pp | 244.93%-247.8pp |
| Employer contribution / active EE | $984 | $1,941-49.3% | $3,826-74.3% | $2,078-52.6% |
| Participant deferral / active EE | $3,505 | $3,516-0.3% | $4,672-25.0% | $3,356+4.5% |
| Admin fee / account holder | $64 | $121-47.1% | $8,547-99.3% | $115-44.5% |