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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $64,901 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,370 | $103,641-26.3% | $107,525-29.0% | $102,872-25.8% |
| Participation rate | 50.2% | 79.4%-29.2pp | 75.1%-24.9pp | 73.0%-22.8pp |
| Annual return | 16.58% | 13.08%+3.5pp | 181.32%-164.7pp | 19.06%-2.5pp |
| Employer contribution / active EE | $1,824 | $5,096-64.2% | $3,754-51.4% | $3,526-48.3% |
| Participant deferral / active EE | $3,683 | $3,789-2.8% | $5,116-28.0% | $5,535-33.5% |
| Admin fee / account holder | $132 | $276-52.2% | $8,919-98.5% | $292-54.9% |