Filed January 9, 2017 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,758 |
Filed as: INVESTMENT RESEARCH & ADVISORY Service code 16 1180 W. PEACHTREE ST SUITE 2475 · ATLANTA, GA 30309 | Consulting | $5,576 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,465 | $62,127+18.3% | $81,382-9.7% | $74,495-1.4% |
| Participation rate | 75.9% | 64.0%+11.9pp | 69.5%+6.4pp | 67.2%+8.7pp |
| Annual return | 11.00% | 16.48%-5.5pp | 24.73%-13.7pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,316 | $1,882+23.0% | $2,463-6.0% | $2,623-11.7% |
| Participant deferral / active EE | $3,443 | $3,229+6.6% | $3,883-11.3% | $4,346-20.8% |
| Admin fee / account holder | $92 | $1,934-95.3% | $5,768-98.4% | $1,942-95.3% |