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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $46,041 |
Filed as: BMSS ADVISORS & CPAS Service code 10 P.O. BOX 162074 · ATLANTA, GA 30321 | Accounting | $19,955 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,629 | $54,517+501.0% | $75,972+331.2% | $74,495+339.8% |
| Participation rate | 99.3% | 60.3%+39.0pp | 69.1%+30.2pp | 67.2%+32.1pp |
| Annual return | 9.88% | 31.82%-21.9pp | 359.55%-349.7pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $5,156 | $1,777+190.1% | $2,685+92.0% | $2,623+96.6% |
| Participant deferral / active EE | $11,505 | $3,066+275.3% | $4,255+170.4% | $4,346+164.7% |
| Admin fee / account holder | $294 | $2,229-86.8% | $6,467-95.5% | $1,942-84.9% |