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 |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $70,656 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $168,151 | $51,447+226.8% | $104,607+60.7% | $73,409+129.1% |
| Participation rate | 94.4% | 68.2%+26.2pp | 74.1%+20.3pp | 72.2%+22.2pp |
| Annual return | 19.13% | 25.06%-5.9pp | 340.46%-321.3pp | 59.29%-40.2pp |
| Employer contribution / active EE | $6,080 | $1,441+321.9% | $2,681+126.8% | $2,234+172.2% |
| Participant deferral / active EE | $13,692 | $3,058+347.7% | $3,740+266.1% | $3,805+259.8% |
| Admin fee / account holder | $306 | $122+150.5% | $6,473-95.3% | $158+93.5% |