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 |
|---|---|---|
OLSHAN FROME WOLOSKY LLP5+ years Filed as: OLSHAN Service code 29 65 EAST 55TH STREET · NEW YORK, NY 10022 | Legal | $18,103 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,008 |
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 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 | $250,552 | $47,922+422.8% | $75,886+230.2% | $65,185+284.4% |
| Participation rate | 93.7% | 63.0%+30.7pp | 69.3%+24.4pp | 70.2%+23.5pp |
| Annual return | 19.27% | 24.12%-4.8pp | 30.76%-11.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $3,978 | $1,557+155.5% | $2,500+59.1% | $2,177+82.8% |
| Participant deferral / active EE | $8,926 | $2,550+250.0% | $3,603+147.7% | $3,514+154.0% |
| Admin fee / account holder | $104 | $532-80.5% | $5,418-98.1% | $847-87.8% |