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 |
|---|---|---|
AON CONSULTING1+ years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $30,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,803 |
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 | $88,726 | $71,802+23.6% | $133,980-33.8% | $57,658+53.9% |
| Participation rate | 75.4% | 85.5%-10.1pp | 87.1%-11.7pp | 70.2%+5.1pp |
| Annual return | 8.52% | 13.51%-5.0pp | 29.30%-20.8pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,731 | $3,161-13.6% | $5,211-47.6% | $1,974+38.4% |
| Participant deferral / active EE | $5,693 | $4,606+23.6% | $6,282-9.4% | $3,061+86.0% |
| Admin fee / account holder | $47 | $88-46.3% | $9,324-99.5% | $95-50.2% |