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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,484 |
Filed as: MERRILL LYNCH Service code 16 PO BOX 2016 · LAKEWOOD, NJ 08701 | Consulting | $89,368 |
Annual investment return 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 | $19,538 | $45,000-56.6% | $143,757-86.4% | $77,904-74.9% |
| Participation rate | 81.0% | 66.8%+14.2pp | 80.3%+0.7pp | 73.7%+7.3pp |
| Annual return | -20.23% | 29.03%-49.3pp | -0.04%-20.2pp | 12.21%-32.4pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,013 | $3,157-4.5% | $5,637-46.5% | $4,806-37.3% |
| Admin fee / account holder | $53 | $98-46.6% | $14,673-99.6% | $133-60.4% |