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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,851 | $55,790+7.3% | $76,817-22.1% | $67,579-11.4% |
| Participation rate | 52.2% | 71.1%-18.9pp | 72.1%-19.9pp | 71.3%-19.1pp |
| Annual return | 20.06% | 64.45%-44.4pp | 1166.11%-1146.0pp | 378.56%-358.5pp |
| Employer contribution / active EE | $764 | $1,810-57.8% | $2,302-66.8% | $2,148-64.4% |
| Participant deferral / active EE | $2,759 | $2,875-4.0% | $3,336-17.3% | $3,539-22.1% |
| Admin fee / account holder | $3 | $159-98.1% | $6,420-100.0% | $142-97.8% |