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 year Service code 10 201 W PRES GEORGE BUSH HWY · RICHARDSON, TX 75080 | Accounting | $10,750 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,230 |
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 | $77,281 | $73,404+5.3% | $87,100-11.3% | $67,579+14.4% |
| Participation rate | 89.4% | 80.9%+8.5pp | 76.9%+12.5pp | 71.3%+18.1pp |
| Annual return | 20.61% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,343 | $2,014-33.3% | $2,521-46.7% | $2,148-37.5% |
| Participant deferral / active EE | $3,577 | $3,913-8.6% | $4,049-11.6% | $3,539+1.1% |
| Admin fee / account holder | $32 | $142-77.7% | $7,497-99.6% | $142-77.8% |