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 |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,707 |
Filed as: HUSELTON MORGAN & MAULTSBY Service code 10 PO BOX 679909 · DALLAS, TX 75267 | Accounting | $13,500 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,969 | $72,254-5.9% | $86,677-21.6% | $64,808+4.9% |
| Participation rate | 90.1% | 80.4%+9.7pp | 76.6%+13.5pp | 71.5%+18.6pp |
| Annual return | -16.70% | 392.42%-409.1pp | 35.91%-52.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,402 | $2,393-41.4% | $2,836-50.6% | $2,506-44.1% |
| Participant deferral / active EE | $3,913 | $4,658-16.0% | $4,656-16.0% | $4,310-9.2% |
| Admin fee / account holder | $40 | $174-77.2% | $7,493-99.5% | $188-78.9% |