Filed November 3, 2017
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 |
|---|---|---|
PERKINS DEXTER SINOPOLI AND HAMM1+ years Filed as: PERKINS, DEXTER, SINOPOLI & HAMM,PC Service code 10 501 W PRESIDENT GEORGE BUSH HIGHWAY · RICHARDSON, TX 75080 | Accounting | $8,123 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,491 |
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 | $58,960 | $72,770-19.0% | $67,652-12.8% | $55,191+6.8% |
| Participation rate | 88.6% | 78.8%+9.8pp | 75.7%+12.9pp | 69.2%+19.4pp |
| Annual return | 0.97% | -3.26%+4.2pp | 6625.04%-6624.1pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,273 | $1,769-28.1% | $2,266-43.8% | $1,899-33.0% |
| Participant deferral / active EE | $3,143 | $3,408-7.8% | $3,560-11.7% | $3,046+3.2% |
| Admin fee / account holder | $28 | $79-64.3% | $4,821-99.4% | $91-69.0% |