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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 37 · EIN 52-1714114 | Loan Processing | $9,061 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 60 | Sub-TA Fees | $0 |
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 | $40,811 | $102,514-60.2% | $97,995-58.4% | $62,292-34.5% |
| Participation rate | 66.5% | 79.5%-13.0pp | 82.4%-15.9pp | 69.5%-3.0pp |
| Annual return | 18.70% | 32.43%-13.7pp | 23.94%-5.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $201 | $3,689-94.5% | $4,158-95.2% | $2,042-90.1% |
| Participant deferral / active EE | $3,013 | $5,308-43.2% | $5,097-40.9% | $3,169-4.9% |
| Admin fee / account holder | $10 | $378-97.4% | $5,943-99.8% | $479-98.0% |