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.
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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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $22,609 |
ALGER2 years Filed as: ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
EATON VANCE2 years Filed as: EATON FUNDS Service code 28 · EIN 04-2718215 | Investment Management | $0 |
EATON VANCE1 year Service code 28 | Investment Management | $0 |
ALGER1 year Filed as: FRED ALGER FUNDS Service code 28 | Investment Management | $0 |
GOLDMAN SACHS2 years Service code 28 · EIN 13-3575636 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 | Investment Management | $0 |
JANUS HENDERSON2 years Filed as: JANUS FUNDS Service code 28 · EIN 04-2718215 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,694 | $89,355-32.1% | $141,162-57.0% | $72,985-16.8% |
| Participation rate | 38.1% | 75.1%-37.0pp | 82.5%-44.4pp | 69.5%-31.4pp |
| Annual return | 22.61% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,062 | $3,114-65.9% | $4,735-77.6% | $2,440-56.5% |
| Participant deferral / active EE | $2,557 | $5,418-52.8% | $6,709-61.9% | $3,607-29.1% |
| Admin fee / account holder | $257 | $5,958-95.7% | $10,261-97.5% | $5,124-95.0% |