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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $46,250 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,818 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $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 | $180,203 | $60,545+197.6% | $92,233+95.4% | $69,631+158.8% |
| Participation rate | 95.2% | 72.2%+23.1pp | 76.5%+18.7pp | 70.7%+24.5pp |
| Annual return | 16.29% | 19.71%-3.4pp | 176.28%-160.0pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $2,662 | $2,633+1.1% | $3,679-27.7% | $2,032+31.0% |
| Participant deferral / active EE | $10,609 | $2,828+275.2% | $3,897+172.2% | $3,224+229.1% |
| Admin fee / account holder | $141 | $145-2.3% | $5,194-97.3% | $110+28.0% |