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 INC6+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,440 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: TROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
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 | $60,930 | $81,474-25.2% | $133,956-54.5% | $73,488-17.1% |
| Participation rate | 88.5% | 76.4%+12.1pp | 79.8%+8.6pp | 70.7%+17.8pp |
| Annual return | 20.28% | 19.40%+0.9pp | 45.09%-24.8pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,453 | $2,209-34.2% | $3,919-62.9% | $2,270-36.0% |
| Participant deferral / active EE | $3,944 | $3,786+4.2% | $5,048-21.9% | $3,740+5.5% |
| Admin fee / account holder | $8 | $713-98.9% | $8,927-99.9% | $513-98.5% |