See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT RESEARCH ADVISORY GROUP Service code 16 1180 W PEACHTREE ST STE 2475 · ATLANTA, GA 30309 | Consulting | $13,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,176 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $366,298 | $36,916+892.2% | $156,549+134.0% | $57,658+535.3% |
| Participation rate | 92.9% | 63.4%+29.4pp | 84.0%+8.9pp | 70.2%+22.7pp |
| Annual return | 9.23% | 12.38%-3.2pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $13,994 | $1,571+791.0% | $5,501+154.4% | $1,974+609.0% |
| Participant deferral / active EE | $5,351 | $1,926+177.9% | $4,871+9.8% | $3,061+74.8% |
| Admin fee / account holder | $40 | $82-51.8% | $13,027-99.7% | $95-58.0% |