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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $100,786 |
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 | $112,100 | $79,519+41.0% | $95,952+16.8% | $73,409+52.7% |
| Participation rate | 79.4% | 81.2%-1.8pp | 77.1%+2.3pp | 72.2%+7.2pp |
| Annual return | 11.49% | 19.20%-7.7pp | 91.61%-80.1pp | 59.29%-47.8pp |
| Employer contribution / active EE | $1,921 | $2,048-6.2% | $2,541-24.4% | $2,234-14.0% |
| Participant deferral / active EE | $4,967 | $4,138+20.0% | $4,167+19.2% | $3,805+30.5% |
| Admin fee / account holder | $135 | $184-26.5% | $6,795-98.0% | $158-14.2% |