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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $200,623 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $43,280 |
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 | $20,573 | $56,095-63.3% | $178,490-88.5% | $90,288-77.2% |
| Participation rate | 93.5% | 65.6%+27.9pp | 81.9%+11.6pp | 73.4%+20.1pp |
| Annual return | 19.20% | 28.81%-9.6pp | 151.07%-131.9pp | 53.97%-34.8pp |
| Employer contribution / active EE | $1,612 | $1,572+2.5% | $5,011-67.8% | $2,524-36.1% |
| Participant deferral / active EE | $129 | $2,669-95.2% | $5,202-97.5% | $4,232-97.0% |
| Admin fee / account holder | $69 | $101-31.2% | $13,984-99.5% | $114-39.3% |