Filed November 16, 2022 (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 INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,603 | $62,127+121.5% | $81,382+69.1% | $74,495+84.7% |
| Participation rate | 97.5% | 64.0%+33.5pp | 69.5%+28.0pp | 67.2%+30.3pp |
| Annual return | 18.73% | 16.48%+2.3pp | 24.73%-6.0pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $5,191 | $1,882+175.8% | $2,463+110.8% | $2,623+97.9% |
| Participant deferral / active EE | $8,049 | $3,229+149.3% | $3,883+107.3% | $4,346+85.2% |
| Admin fee / account holder | $105 | $1,934-94.6% | $5,768-98.2% | $1,942-94.6% |