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 |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,631 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $6,667 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $50 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Shareholder ser... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,004 | $66,180+288.3% | $118,746+116.4% | $62,292+312.6% |
| Participation rate | 91.3% | 71.3%+20.0pp | 78.3%+13.1pp | 69.5%+21.8pp |
| Annual return | 42.16% | 60.89%-18.7pp | 24.54%+17.6pp | 28.90%+13.3pp |
| Employer contribution / active EE | $9,839 | $3,183+209.1% | $4,193+134.7% | $2,042+381.8% |
| Participant deferral / active EE | $9,310 | $4,247+119.2% | $5,332+74.6% | $3,169+193.8% |
| Admin fee / account holder | $223 | $753-70.4% | $10,720-97.9% | $479-53.5% |