Filed March 26, 2024 (most recent of 5 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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,230 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,533 | $82,422+52.3% | $67,652+85.6% | $67,505+86.0% |
| Participation rate | 99.1% | 84.2%+14.9pp | 75.7%+23.4pp | 71.2%+27.8pp |
| Annual return | -1.88% | 12.72%-14.6pp | 6625.04%-6626.9pp | 6.52%-8.4pp |
| Employer contribution / active EE | $3,345 | $2,879+16.2% | $2,266+47.6% | $2,173+53.9% |
| Participant deferral / active EE | $7,493 | $5,020+49.3% | $3,560+110.5% | $3,597+108.4% |
| Admin fee / account holder | $16 | $53-70.2% | $4,821-99.7% | $56-71.8% |