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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,952 |
DEBBIE MITCHELL1 year Filed as: DEBBIE FOISY Service code 14 2508 CASTLE ROAD · BURLESON, TX 76028 | Plan Administrator | $34,452 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 P. O. BOX 679342 · DALLAS, TX 75267 | Accounting | $9,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,911 | $60,776+26.5% | $85,682-10.2% | $79,386-3.1% |
| Participation rate | 85.2% | 62.1%+23.2pp | 69.9%+15.4pp | 70.7%+14.5pp |
| Annual return | 29.87% | 16.57%+13.3pp | 21.49%+8.4pp | 116.85%-87.0pp |
| Employer contribution / active EE | $2,545 | $1,663+53.0% | $2,618-2.8% | $2,427+4.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $376 | $438-14.3% | $6,873-94.5% | $626-40.0% |