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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $99,197 | $46,072+115.3% | $70,014+41.7% | $55,167+79.8% |
| Participation rate | 94.8% | 67.5%+27.4pp | 71.8%+23.0pp | 69.0%+25.8pp |
| Annual return | 27.51% | 8.68%+18.8pp | 12.99%+14.5pp | 169.23%-141.7pp |
| Employer contribution / active EE | $3,159 | $1,500+110.6% | $2,338+35.1% | $1,963+61.0% |
| Participant deferral / active EE | $5,423 | $2,344+131.4% | $2,931+85.1% | $3,054+77.6% |
| Admin fee / account holder | $5 | $428-98.9% | $4,380-99.9% | $504-99.1% |