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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $63,270 |
BONADIO & CO., LLP3 years Service code 10 100 CORPORATE PARKWAY · AMHERST, NY 14226 | Accounting | $12,110 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $142 |
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 | $97,218 | $73,404+32.4% | $87,100+11.6% | $67,579+43.9% |
| Participation rate | 89.9% | 80.9%+9.1pp | 76.9%+13.1pp | 71.3%+18.6pp |
| Annual return | 25.16% | 48.29%-23.1pp | 28.19%-3.0pp | 378.56%-353.4pp |
| Employer contribution / active EE | $2,845 | $2,014+41.3% | $2,521+12.9% | $2,148+32.5% |
| Participant deferral / active EE | $5,664 | $3,913+44.8% | $4,049+39.9% | $3,539+60.0% |
| Admin fee / account holder | $89 | $142-37.0% | $7,497-98.8% | $142-37.3% |