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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,321 |
ABBOTT, STRINGHAM & LYNCH2 years Filed as: ABBOTT, LIVINGS, SMITH & HIGGINS Service code 10 2501 TWENTIETH PLACE SOUTH · BIRMINGHAM, AL 35223 | Accounting | $8,500 |
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 | $275,602 | $63,442+334.4% | $68,791+300.6% | $66,914+311.9% |
| Participation rate | 93.1% | 60.0%+33.1pp | 69.0%+24.1pp | 69.8%+23.3pp |
| Annual return | -14.94% | -8.29%-6.7pp | -6.38%-8.6pp | 1.58%-16.5pp |
| Employer contribution / active EE | $4,193 | $1,775+136.2% | $2,655+57.9% | $2,544+64.8% |
| Participant deferral / active EE | $9,625 | $2,945+226.9% | $3,941+144.2% | $4,237+127.2% |
| Admin fee / account holder | $161 | $577-72.1% | $4,932-96.7% | $593-72.8% |