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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $164,300 |
MBG RETIREMENT6 years Service code 27 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Plan) | $80,000 |
MELTON & MELTON LLP4 years Filed as: MELTON & MELTON Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $22,500 |
RAMSEY SOLUTIONS1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $14,349 |
THE LAMPO GROUP, INC.3 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $14,336 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,782 | $91,746+79.6% | $146,665+12.4% | $93,030+77.1% |
| Participation rate | 94.5% | 80.9%+13.5pp | 80.1%+14.4pp | 73.9%+20.6pp |
| Annual return | 12.81% | 18.28%-5.5pp | 22.74%-9.9pp | 158.70%-145.9pp |
| Employer contribution / active EE | $4,209 | $2,815+49.5% | $4,136+1.8% | $2,706+55.6% |
| Participant deferral / active EE | $7,140 | $4,589+55.6% | $5,506+29.7% | $4,562+56.5% |
| Admin fee / account holder | $147 | $101+45.3% | $10,280-98.6% | $152-3.0% |