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 GROUP2+ years Service code 16 2040 MAIN STREET SUITE 150 · IRVINE, CA 92614 | Consulting | $20,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,191 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,233 | $80,211-11.2% | $74,183-4.0% | $63,975+11.3% |
| Participation rate | 77.9% | 84.2%-6.3pp | 76.6%+1.3pp | 71.1%+6.8pp |
| Annual return | 4.72% | 14.13%-9.4pp | 17.74%-13.0pp | 48.65%-43.9pp |
| Employer contribution / active EE | $1,568 | $2,553-38.6% | $2,370-33.8% | $2,182-28.1% |
| Participant deferral / active EE | $3,473 | $4,370-20.5% | $3,550-2.2% | $3,356+3.5% |
| Admin fee / account holder | $25 | $67-62.4% | $5,586-99.5% | $70-64.2% |