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 3-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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $6,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,715 | $75,923-51.6% | $102,423-64.2% | - |
| Participation rate | 96.0% | 71.4%+24.6pp | 76.5%+19.5pp | - |
| Annual return | 12.08% | 15.12%-3.0pp | 29.32%-17.2pp | - |
| Employer contribution / active EE | $1,530 | $2,206-30.6% | $3,023-49.4% | - |
| Participant deferral / active EE | $2,050 | $4,258-51.9% | $5,053-59.4% | - |
| Admin fee / account holder | $23 | $11,449-99.8% | $9,451-99.8% | - |