Filed January 3, 2025 (most recent of 3 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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $112,936 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $103,207 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,277 | $53,136-60.0% | $155,509-86.3% | $199,593-89.3% |
| Participation rate | 95.7% | 64.1%+31.6pp | 78.2%+17.5pp | 72.0%+23.7pp |
| Annual return | 15.88% | 41.15%-25.3pp | 64.67%-48.8pp | 34.25%-18.4pp |
| Employer contribution / active EE | $2,216 | $1,851+19.7% | $4,672-52.6% | $3,034-27.0% |
| Participant deferral / active EE | $158 | $3,161-95.0% | $5,626-97.2% | $5,087-96.9% |
| Admin fee / account holder | $47 | $185-74.9% | $15,912-99.7% | $269-82.7% |