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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP1+ years Service code 14 2040 MAIN STREET · IRVINE, CA 92614 | Plan Administrator | $20,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,550 |
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 | $65,879 | $71,957-8.4% | $67,652-2.6% | $59,188+11.3% |
| Participation rate | 77.8% | 82.7%-4.8pp | 75.7%+2.2pp | 69.4%+8.4pp |
| Annual return | 0.80% | 8.53%-7.7pp | 6625.04%-6624.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,502 | $2,432-38.2% | $2,266-33.7% | $2,098-28.4% |
| Participant deferral / active EE | $3,298 | $4,211-21.7% | $3,560-7.4% | $3,265+1.0% |
| Admin fee / account holder | $27 | $64-58.2% | $4,821-99.4% | $92-70.9% |