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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $56,984 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,330 | $55,416+108.1% | $75,972+51.8% | $77,643+48.5% |
| Participation rate | 79.3% | 63.6%+15.8pp | 69.1%+10.3pp | 70.6%+8.8pp |
| Annual return | 11.09% | 17.07%-6.0pp | 359.55%-348.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $724 | $1,788-59.5% | $2,685-73.0% | $2,726-73.4% |
| Participant deferral / active EE | $4,701 | $3,447+36.4% | $4,255+10.5% | $4,647+1.2% |
| Admin fee / account holder | $231 | $414-44.2% | $6,467-96.4% | $430-46.3% |