Filed November 17, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 31-1179509 | Recordkeeping | $7,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,190 | $81,248-73.9% | $155,509-86.4% | $80,856-73.8% |
| Participation rate | 55.8% | 66.2%-10.4pp | 78.2%-22.4pp | 67.6%-11.8pp |
| Annual return | 11.24% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $428 | $3,100-86.2% | $4,672-90.8% | $2,755-84.5% |
| Participant deferral / active EE | $1,094 | $3,452-68.3% | $5,626-80.6% | $4,296-74.5% |
| Admin fee / account holder | $81 | $7,997-99.0% | $15,912-99.5% | $6,918-98.8% |