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 7-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 |
|---|---|---|
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 1701 PENNSYLVANIA AVE. NW · WASHINGTON, DC 20006 | Legal | $26,285 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,991 |
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 | $130,871 | $37,591+248.1% | $90,645+44.4% | $55,725+134.9% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.0%+18.2pp | 70.9%+21.4pp |
| Annual return | 0.00% | -3.20%+3.2pp | 1.88%-1.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $7,182 | $1,302+451.6% | $2,532+183.7% | $2,078+245.6% |
| Participant deferral / active EE | $14,480 | $2,643+447.8% | $3,425+322.8% | $3,356+331.5% |
| Admin fee / account holder | $240 | $100+139.7% | $4,994-95.2% | $115+108.0% |