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 | $179,430 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $40,070 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,678 | $47,456-69.1% | $172,739-91.5% | $77,787-81.1% |
| Participation rate | 82.9% | 66.3%+16.6pp | 82.6%+0.3pp | 73.2%+9.7pp |
| Annual return | 25.09% | 35.57%-10.5pp | 802.84%-777.7pp | 32.57%-7.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,414 | $2,560-5.7% | $5,198-53.5% | $3,967-39.1% |
| Admin fee / account holder | $66 | $81-18.4% | $13,954-99.5% | $100-34.0% |