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 |
|---|---|---|
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $20,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,694 |
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 | $84,636 | $88,730-4.6% | $82,313+2.8% | $77,958+8.6% |
| Participation rate | 76.9% | 84.5%-7.7pp | 76.9%0pp | 71.6%+5.2pp |
| Annual return | 12.93% | 20.88%-8.0pp | 25.88%-12.9pp | 20.87%-7.9pp |
| Employer contribution / active EE | $1,680 | $2,758-39.1% | $2,428-30.8% | $2,310-27.3% |
| Participant deferral / active EE | $3,873 | $4,634-16.4% | $3,706+4.5% | $3,537+9.5% |
| Admin fee / account holder | $25 | $74-66.1% | $5,608-99.6% | $97-74.2% |