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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,947 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $20,931 |
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR RIGGS & INGRAM Service code 10 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $12,500 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST ADVISORS LLC Service code 27 102 W WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $10,268 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $8,277 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $367,871 | $77,813+372.8% | $123,544+197.8% | $64,186+473.1% |
| Participation rate | 82.0% | 74.7%+7.3pp | 82.3%-0.3pp | 69.6%+12.4pp |
| Annual return | -3.29% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $5,086 | $3,014+68.7% | $4,628+9.9% | $2,381+113.6% |
| Participant deferral / active EE | $4,800 | $5,240-8.4% | $6,426-25.3% | $3,470+38.4% |
| Admin fee / account holder | $1,000 | $5,519-81.9% | $9,284-89.2% | $4,888-79.5% |