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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 37 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $32,429 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,902 | $50,815+141.9% | $155,509-21.0% | $77,643+58.3% |
| Participation rate | 95.7% | 63.1%+32.6pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 16.25% | 34.80%-18.6pp | 64.67%-48.4pp | 31.24%-15.0pp |
| Employer contribution / active EE | $6,783 | $1,993+240.4% | $4,672+45.2% | $2,726+148.9% |
| Participant deferral / active EE | $6,104 | $2,822+116.3% | $5,626+8.5% | $4,647+31.3% |
| Admin fee / account holder | $28 | $437-93.6% | $15,912-99.8% | $430-93.5% |