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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,432 |
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 | $74,924 | $88,730-15.6% | $82,313-9.0% | $77,958-3.9% |
| Participation rate | 65.1% | 84.5%-19.4pp | 76.9%-11.8pp | 71.6%-6.6pp |
| Annual return | 18.81% | 20.88%-2.1pp | 25.88%-7.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $2,959 | $2,758+7.3% | $2,428+21.8% | $2,310+28.1% |
| Participant deferral / active EE | $4,276 | $4,634-7.7% | $3,706+15.4% | $3,537+20.9% |
| Admin fee / account holder | $13 | $74-82.1% | $5,608-99.8% | $97-86.4% |