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 CONSULTING2+ years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $33,780 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,481 |
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 | $108,060 | $81,537+32.5% | $149,718-27.8% | $69,631+55.2% |
| Participation rate | 76.0% | 86.1%-10.1pp | 87.1%-11.1pp | 70.7%+5.3pp |
| Annual return | 19.14% | 22.79%-3.7pp | 1501.63%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $2,806 | $3,239-13.4% | $5,445-48.5% | $2,032+38.1% |
| Participant deferral / active EE | $6,180 | $4,994+23.7% | $6,569-5.9% | $3,224+91.7% |
| Admin fee / account holder | $56 | $107-47.2% | $11,283-99.5% | $110-48.9% |