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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,483,000 |
Filed as: SANDS CAPITAL MANAGEMENT LLC Service code 27 1000 WILSON BLVD · ARLINGTON, VA 22209 | Advisory (Plan) | $2,562,000 |
TOWNSQUARE CAPITAL LLC6 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $1,825,000 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 27 50 S. LASALLE STREET · CHICAGO, IL 60675 | Advisory (Plan) | $436,000 |
INVESCO8 years Service code 27 PO BOX 219078 · KANSAS CITY, MO 64121 | Advisory (Plan) | $348,000 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $244,000 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-4410122 | Advisory (Participants) | $135,000 |
CASTLEVIEW PARTNERS LLC2 years Service code 26 · EIN 47-4596387 | Advisory (Participants) | $102,000 |
MERCER6 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $98,000 |
Service code 26 · EIN 92-1345960 | Advisory (Participants) | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,474 | $73,283+11.2% | $155,509-47.6% | $106,382-23.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 78.2%+17.8pp | 69.9%+26.1pp |
| Annual return | 12.67% | 15.77%-3.1pp | 64.67%-52.0pp | 17.37%-4.7pp |
| Employer contribution / active EE | $3,123 | $2,247+39.0% | $4,672-33.2% | $3,364-7.1% |
| Participant deferral / active EE | $5,189 | $4,580+13.3% | $5,626-7.8% | $5,569-6.8% |
| Admin fee / account holder | $117 | $56+108.2% | $15,912-99.3% | $79+47.4% |