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 9-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 |
|---|---|---|
MERCER1+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $53,993 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $25,315 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,219 |
Form 5500 reported that benefits due were not provided when due.
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 | $154,799 | $85,635+80.8% | $123,892+24.9% | $63,975+142.0% |
| Participation rate | 97.8% | 74.9%+22.9pp | 81.4%+16.4pp | 71.1%+26.7pp |
| Annual return | 0.00% | 15.74%-15.7pp | 47.52%-47.5pp | 48.65%-48.7pp |
| Employer contribution / active EE | $3,557 | $3,076+15.6% | $4,617-23.0% | $2,182+63.0% |
| Participant deferral / active EE | $9,753 | $5,667+72.1% | $5,984+63.0% | $3,356+190.6% |
| Admin fee / account holder | $58 | $75-23.0% | $8,357-99.3% | $70-18.1% |