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 | $1,050 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE 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 | $47,988 | $66,302-27.6% | $110,238-56.5% | $56,287-14.7% |
| Participation rate | 86.5% | 74.9%+11.6pp | 79.8%+6.6pp | 69.9%+16.6pp |
| Annual return | -2.07% | -1.18%-0.9pp | 314.74%-316.8pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,431 | $2,047-30.1% | $3,826-62.6% | $2,111-32.2% |
| Participant deferral / active EE | $3,922 | $3,381+16.0% | $4,672-16.1% | $3,350+17.1% |
| Admin fee / account holder | $7 | $698-99.0% | $8,547-99.9% | $521-98.7% |