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 7-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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $974,153 |
ALIGHT SOLUTIONS LLC2 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $13,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $104,657 | $171,796-39.1% | $111,297-6.0% | $106,520-1.7% |
| Participation rate | 92.5% | 88.6%+3.9pp | 77.3%+15.2pp | 71.3%+21.2pp |
| Annual return | 13.30% | 18.62%-5.3pp | 54.65%-41.4pp | 19.28%-6.0pp |
| Employer contribution / active EE | $1,772 | $4,687-62.2% | $2,731-35.1% | $2,840-37.6% |
| Participant deferral / active EE | $6,076 | $7,845-22.5% | $4,487+35.4% | $4,948+22.8% |
| Admin fee / account holder | $51 | $69-26.0% | $7,964-99.4% | $75-31.1% |