Filed October 24, 2022
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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $97,570 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $14,810 |
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 | $144,777 | $85,635+69.1% | $123,892+16.9% | $63,975+126.3% |
| Participation rate | 77.6% | 74.9%+2.7pp | 81.4%-3.8pp | 71.1%+6.5pp |
| Annual return | 7.81% | 15.74%-7.9pp | 47.52%-39.7pp | 48.65%-40.8pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $8,186 | $5,667+44.5% | $5,984+36.8% | $3,356+143.9% |
| Admin fee / account holder | $63 | $75-16.3% | $8,357-99.2% | $70-11.0% |