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 INC5+ years Filed as: T. ROWE PRICE RET PLAN SERVICES INC Service code 15 · EIN 52-1714114 | Recordkeeping | $95,186 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,650 | $47,456+44.7% | $172,739-60.3% | $77,787-11.7% |
| Participation rate | 80.6% | 66.3%+14.3pp | 82.6%-2.0pp | 73.2%+7.4pp |
| Annual return | 22.31% | 35.57%-13.3pp | 802.84%-780.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,612 | $2,560+41.1% | $5,198-30.5% | $3,967-9.0% |
| Admin fee / account holder | $46 | $81-43.3% | $13,954-99.7% | $100-54.2% |