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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $112,348 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $20,000 |
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 | $104,455 | $105,247-0.8% | $87,100+19.9% | $77,787+34.3% |
| Participation rate | 79.5% | 85.8%-6.3pp | 76.9%+2.6pp | 73.2%+6.3pp |
| Annual return | 16.20% | 24.52%-8.3pp | 28.19%-12.0pp | 32.57%-16.4pp |
| Employer contribution / active EE | $1,863 | $2,895-35.7% | $2,521-26.1% | $2,504-25.6% |
| Participant deferral / active EE | $4,685 | $5,060-7.4% | $4,049+15.7% | $3,967+18.1% |
| Admin fee / account holder | $139 | $104+33.1% | $7,497-98.1% | $100+38.9% |