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 8-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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $800 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $70 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,812 | $80,753-54.4% | $136,294-73.0% | $62,292-40.9% |
| Participation rate | 95.0% | 73.5%+21.4pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $14,312 | $2,884+396.3% | $4,695+204.8% | $2,042+600.8% |
| Participant deferral / active EE | $3,483 | $5,164-32.6% | $6,247-44.3% | $3,169+9.9% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.2% |