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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,500 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T.ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA2 years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,458 | $55,449-72.1% | $83,848-81.6% | $56,287-72.5% |
| Participation rate | 72.4% | 68.0%+4.4pp | 76.1%-3.7pp | 69.9%+2.6pp |
| Annual return | -7.22% | -1.38%-5.8pp | 850.88%-858.1pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,119 | $2,430+28.3% | $3,631-14.1% | $2,111+47.8% |
| Participant deferral / active EE | $894 | $2,935-69.5% | $4,082-78.1% | $3,350-73.3% |
| Admin fee / account holder | $14 | $656-97.8% | $5,478-99.7% | $521-97.2% |