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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $42,794 |
AMERICAN FUNDS6 years Filed as: AMG FUNDS Service code 28 · EIN 06-1555943 | Investment Management | $0 |
ARTISAN PARTNERS6 years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BAIRD FUNDS6 years Service code 28 · EIN 39-2002095 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON6 years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FROST BANK6 years Filed as: FROST BANK FUNDS Service code 28 · EIN 74-2058155 | Investment Management | $0 |
MANNING & NAPIER6 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,930 | $100,923-14.9% | $150,045-42.7% | $74,304+15.6% |
| Participation rate | 93.7% | 70.1%+23.6pp | 82.3%+11.4pp | 60.3%+33.4pp |
| Annual return | 20.15% | 51.77%-31.6pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,603 | $6,709+102.7% | $7,997+70.1% | $3,767+261.1% |
| Admin fee / account holder | $143 | $2,767-94.8% | $13,435-98.9% | $2,969-95.2% |