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 HAMM2 years Service code 10 201 W PRES GEORGE BUSH HWY · RICHARDSON, TX 75080 | Accounting | $13,120 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,140 |
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 | $79,871 | $79,519+0.4% | $95,952-16.8% | $73,409+8.8% |
| Participation rate | 90.7% | 81.2%+9.6pp | 77.1%+13.7pp | 72.2%+18.6pp |
| Annual return | 16.37% | 19.20%-2.8pp | 91.61%-75.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $1,402 | $2,048-31.5% | $2,541-44.8% | $2,234-37.2% |
| Participant deferral / active EE | $3,902 | $4,138-5.7% | $4,167-6.4% | $3,805+2.5% |
| Admin fee / account holder | $31 | $184-83.3% | $6,795-99.5% | $158-80.5% |