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 GRP. Service code 16 1180 W. PEACHTREE ST · ATLANTA, GA 30309 | Consulting | $26,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,767 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $365,503 | $37,196+882.6% | $154,107+137.2% | $55,725+555.9% |
| Participation rate | 88.4% | 64.1%+24.3pp | 83.0%+5.3pp | 70.9%+17.5pp |
| Annual return | -6.52% | 1319.68%-1326.2pp | 735.12%-741.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $12,861 | $1,614+696.8% | $5,298+142.8% | $2,078+518.9% |
| Participant deferral / active EE | $5,177 | $2,068+150.3% | $5,081+1.9% | $3,356+54.3% |
| Admin fee / account holder | $70 | $102-31.0% | $13,411-99.5% | $115-39.1% |