Filed July 31, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $26,951 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,109 | $47,126+123.0% | $149,673-29.8% | $74,419+41.2% |
| Participation rate | 95.7% | 63.4%+32.3pp | 78.8%+16.9pp | 70.7%+24.9pp |
| Annual return | 19.80% | 22.75%-3.0pp | 134.42%-114.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $6,283 | $1,905+229.7% | $4,818+30.4% | $2,637+138.2% |
| Participant deferral / active EE | $5,574 | $2,728+104.3% | $5,680-1.9% | $4,528+23.1% |
| Admin fee / account holder | $23 | $343-93.2% | $13,210-99.8% | $348-93.3% |