Filed February 3, 2025 (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 INC1+ years Filed as: T. ROWE PRICE Service code 60 | Sub-TA Fees | $8,895 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $3,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,466 | $89,553-51.5% | $81,367-46.6% | $52,331-16.9% |
| Participation rate | 57.9% | 82.2%-24.3pp | 82.3%-24.4pp | 68.1%-10.2pp |
| Annual return | 1.55% | 4.41%-2.9pp | -0.92%+2.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $71 | $3,780-98.1% | $3,930-98.2% | $1,882-96.2% |
| Participant deferral / active EE | $2,620 | $5,359-51.1% | $5,383-51.3% | $3,022-13.3% |
| Admin fee / account holder | $35 | $1,914-98.2% | $8,926-99.6% | $592-94.0% |