See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $57,570 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $22,137 |
Filed as: HAWTHORN, WAYMOUTH & CARROLL LLP Service code 10 8545 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Accounting | $10,500 |
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 | $40,694 | $67,598-39.8% | $75,886-46.4% | $77,787-47.7% |
| Participation rate | 94.0% | 69.6%+24.5pp | 69.3%+24.7pp | 73.2%+20.8pp |
| Annual return | 23.59% | 23.18%+0.4pp | 30.76%-7.2pp | 32.57%-9.0pp |
| Employer contribution / active EE | $2,090 | $2,430-14.0% | $2,500-16.4% | $2,504-16.6% |
| Participant deferral / active EE | $3,649 | $3,502+4.2% | $3,603+1.3% | $3,967-8.0% |
| Admin fee / account holder | $25 | $96-73.6% | $5,418-99.5% | $100-74.5% |