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 INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,220 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BUFFALO FUNDS1 year Filed as: BUFFALO FUNDS, THE Service code 28 · EIN 48-1069845 | Investment Management | $0 |
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 |
TIAA4 years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,417 | $69,362-69.1% | $101,248-78.8% | $73,488-70.9% |
| Participation rate | 73.5% | 68.4%+5.1pp | 75.8%-2.3pp | 70.7%+2.8pp |
| Annual return | 18.49% | 18.46%0pp | 46.47%-28.0pp | 28.51%-10.0pp |
| Employer contribution / active EE | $267 | $2,628-89.8% | $3,660-92.7% | $2,270-88.2% |
| Participant deferral / active EE | $3,989 | $3,300+20.9% | $4,370-8.7% | $3,740+6.7% |
| Admin fee / account holder | $5 | $704-99.2% | $5,945-99.9% | $513-99.0% |