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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $24,420 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ FUNDS Service code 28 · EIN 02-0639354 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON FUNDS Service code 28 · EIN 13-2670991 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $19,675 | $54,590-64.0% | $81,930-76.0% | $73,488-73.2% |
| Participation rate | 88.4% | 68.3%+20.1pp | 72.0%+16.4pp | 70.7%+17.8pp |
| Annual return | 17.88% | 17.74%+0.1pp | 29.49%-11.6pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,952 | $1,636+141.6% | $4,310-8.3% | $2,270+74.1% |
| Participant deferral / active EE | $2,439 | $2,759-11.6% | $7,107-65.7% | $3,740-34.8% |
| Admin fee / account holder | $63 | $592-89.3% | $5,158-98.8% | $513-87.6% |