See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T.ROWE PRICE Service code 14 · EIN 52-1714114 P.O. BOX 64012 · BALTIMORE, MD 212644012 | Plan Administrator | $7,117 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $474,507 | $96,484+391.8% | $156,263+203.7% | $74,304+538.6% |
| Participation rate | 91.6% | 67.7%+24.0pp | 78.9%+12.7pp | 60.3%+31.3pp |
| Annual return | 7.08% | 17.73%-10.7pp | 59.47%-52.4pp | 29.43%-22.4pp |
| Employer contribution / active EE | $22,166 | $2,528+776.7% | $4,333+411.5% | $2,241+889.0% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $26 | $3,728-99.3% | $14,255-99.8% | $2,969-99.1% |