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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $78,030 |
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 | $155,100 | $88,730+74.8% | $82,313+88.4% | $77,958+99.0% |
| Participation rate | 98.4% | 84.5%+13.8pp | 76.9%+21.5pp | 71.6%+26.7pp |
| Annual return | 15.32% | 20.88%-5.6pp | 25.88%-10.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $3,218 | $2,758+16.7% | $2,428+32.5% | $2,310+39.3% |
| Participant deferral / active EE | $7,519 | $4,634+62.3% | $3,706+102.9% | $3,537+112.6% |
| Admin fee / account holder | $14 | $74-81.6% | $5,608-99.8% | $97-86.0% |