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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,145 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $70 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Direct payment from the plan; Float r... | $0 |
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 | $72,096 | $88,122-18.2% | $141,162-48.9% | $67,579+6.7% |
| Participation rate | 85.2% | 76.5%+8.8pp | 82.5%+2.8pp | 71.3%+13.9pp |
| Annual return | 35.20% | 75.40%-40.2pp | 71.39%-36.2pp | 378.56%-343.4pp |
| Employer contribution / active EE | $13,553 | $3,224+320.3% | $4,735+186.2% | $2,148+531.0% |
| Participant deferral / active EE | $3,692 | $5,958-38.0% | $6,709-45.0% | $3,539+4.3% |
| Admin fee / account holder | $8 | $131-94.0% | $10,261-99.9% | $142-94.5% |