Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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 RET PLAN SERVICES INC Service code 15 · EIN 52-1714114 | Recordkeeping | $838,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $577,649 | $58,202+892.5% | $172,739+234.4% | $89,569+544.9% |
| Participation rate | 7.3% | 72.8%-65.5pp | 82.6%-75.3pp | 69.6%-62.2pp |
| Annual return | 22.52% | 61.59%-39.1pp | 802.84%-780.3pp | 34.56%-12.0pp |
| Employer contribution / active EE | $2,477 | $1,759+40.8% | $5,143-51.8% | $2,584-4.2% |
| Participant deferral / active EE | $2,912 | $3,335-12.7% | $5,198-44.0% | $4,220-31.0% |
| Admin fee / account holder | $558 | $53+961.4% | $13,954-96.0% | $72+678.7% |