Filed April 15, 2021 (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 RETIREMENT PLAN SERV Service code 49 · EIN 52-1309931 | Other Services | $12,083 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 12 | Claims processing; Participant commun... | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: T. ROWE RETIREMENT PLAN SVCS Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,037 | $54,281+152.5% | $60,547+126.3% | $59,188+131.5% |
| Participation rate | 91.4% | 66.8%+24.6pp | 68.0%+23.4pp | 69.4%+22.0pp |
| Annual return | -0.36% | 1.74%-2.1pp | 335.64%-336.0pp | 5.51%-5.9pp |
| Employer contribution / active EE | $5,331 | $2,031+162.5% | $2,419+120.4% | $2,098+154.1% |
| Participant deferral / active EE | $8,551 | $2,789+206.6% | $3,328+157.0% | $3,265+161.9% |
| Admin fee / account holder | $7 | $64-88.4% | $4,536-99.8% | $92-91.9% |