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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $37,860 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS Service code 28 · EIN 06-1555943 | Investment Management | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BAIRD FUNDS1 year Service code 28 · EIN 39-2002095 | Investment Management | $0 |
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 BANK1 year Filed as: FROST BANK FUNDS Service code 28 · EIN 74-2058155 | Investment Management | $0 |
MANNING & NAPIER1 year Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,205 | $100,801-54.2% | $149,696-69.1% | $73,409-37.1% |
| Participation rate | 82.1% | 77.7%+4.5pp | 82.5%-0.3pp | 72.2%+10.0pp |
| Annual return | 91.37% | 265.34%-174.0pp | 276.60%-185.2pp | 59.29%+32.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,218 | $6,404-34.1% | $6,842-38.4% | $3,805+10.8% |
| Admin fee / account holder | $92 | $181-48.9% | $9,309-99.0% | $158-41.5% |