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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,927 |
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 | $87,939 | $78,852+11.5% | $76,768+14.6% | $75,289+16.8% |
| Participation rate | 77.7% | 85.0%-7.3pp | 77.0%+0.7pp | 72.4%+5.3pp |
| Annual return | -2.05% | -1.29%-0.8pp | 2.43%-4.5pp | -0.04%-2.0pp |
| Employer contribution / active EE | $1,784 | $2,794-36.2% | $2,485-28.2% | $2,405-25.8% |
| Participant deferral / active EE | $4,356 | $4,800-9.2% | $3,852+13.1% | $3,739+16.5% |
| Admin fee / account holder | $26 | $79-66.6% | $6,675-99.6% | $102-74.2% |