Filed March 8, 2016
Total covered: 7 employees
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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,784 | $71,957-25.3% | $67,652-20.5% | $59,188-9.1% |
| Participation rate | 63.4% | 82.7%-19.2pp | 75.7%-12.2pp | 69.4%-6.0pp |
| Annual return | 70.79% | 8.53%+62.3pp | 6625.04%-6554.2pp | 5.51%+65.3pp |
| Employer contribution / active EE | $2,704 | $2,432+11.2% | $2,266+19.3% | $2,098+28.9% |
| Participant deferral / active EE | $3,599 | $4,211-14.5% | $3,560+1.1% | $3,265+10.3% |
| Admin fee / account holder | $6 | $64-90.8% | $4,821-99.9% | $92-93.6% |