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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $92,578 |
Filed as: IFP ADVISORS, INC. Service code 16 3030 N ROCKY POINT DR WEST · TAMPA, FL 33607 | Consulting | $72,880 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,897 | $2,679,533-98.9% | $164,813-82.5% | $199,593-85.5% |
| Participation rate | 90.7% | 78.3%+12.4pp | 78.6%+12.1pp | 72.0%+18.8pp |
| Annual return | 14.44% | 17.93%-3.5pp | 69.93%-55.5pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,384 | $2,970-53.4% | $4,341-68.1% | $3,034-54.4% |
| Participant deferral / active EE | $3,092 | $5,010-38.3% | $6,031-48.7% | $5,087-39.2% |
| Admin fee / account holder | $90 | $1,982-95.5% | $12,690-99.3% | $269-66.5% |