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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $193,660 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $54,359 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,792 | $47,456-62.5% | $172,739-89.7% | $77,787-77.1% |
| Participation rate | 94.1% | 66.3%+27.8pp | 82.6%+11.5pp | 73.2%+20.9pp |
| Annual return | 23.43% | 35.57%-12.1pp | 802.84%-779.4pp | 32.57%-9.1pp |
| Employer contribution / active EE | $1,420 | $1,574-9.8% | $5,143-72.4% | $2,504-43.3% |
| Participant deferral / active EE | $115 | $2,560-95.5% | $5,198-97.8% | $3,967-97.1% |
| Admin fee / account holder | $72 | $81-10.6% | $13,954-99.5% | $100-27.8% |