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 | $79,360 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $22,626 |
CROWE LLP3 years Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $17,325 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $497 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,560 | $88,515+18.1% | $162,163-35.5% | $67,579+54.7% |
| Participation rate | 93.5% | 86.8%+6.7pp | 87.6%+5.9pp | 71.3%+22.2pp |
| Annual return | 13.78% | 27.04%-13.3pp | 115.59%-101.8pp | 378.56%-364.8pp |
| Employer contribution / active EE | $2,102 | $3,563-41.0% | $5,614-62.6% | $2,148-2.1% |
| Participant deferral / active EE | $5,725 | $5,7240% | $7,298-21.5% | $3,539+61.8% |
| Admin fee / account holder | $158 | $124+27.6% | $10,843-98.5% | $142+10.9% |