Filed January 8, 2021
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 INC3 years Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,573 |
BONADIO & CO., LLP3 years Filed as: BONADIO &CO., LLP Service code 10 100 CORPORATE PARKWAY, SUITE 200 · AMHERST, NY 14226 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,435 | $88,890+99.6% | $102,423+73.2% | $77,643+128.5% |
| Participation rate | 94.2% | 80.9%+13.2pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 12.87% | 24.98%-12.1pp | 29.32%-16.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,658 | $2,698+35.6% | $3,023+21.0% | $2,726+34.2% |
| Participant deferral / active EE | $7,736 | $5,145+50.3% | $5,053+53.1% | $4,647+66.5% |
| Admin fee / account holder | $129 | $235-45.2% | $9,451-98.6% | $430-70.0% |