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 Filed as: AON HEWITT ASSOCIATES LLC Service code 16 P. O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $43,074 |
ERNST & YOUNG LLP1 year Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $32,452 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,729 |
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 | $125,222 | $88,515+41.5% | $162,163-22.8% | $67,579+85.3% |
| Participation rate | 75.5% | 86.8%-11.3pp | 87.6%-12.1pp | 71.3%+4.2pp |
| Annual return | 24.65% | 27.04%-2.4pp | 115.59%-90.9pp | 378.56%-353.9pp |
| Employer contribution / active EE | $3,060 | $3,563-14.1% | $5,614-45.5% | $2,148+42.5% |
| Participant deferral / active EE | $7,132 | $5,724+24.6% | $7,298-2.3% | $3,539+101.5% |
| Admin fee / account holder | $104 | $124-15.8% | $10,843-99.0% | $142-26.8% |