Filed May 19, 2023 (most recent of 2 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 | $7,520 |
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 | $118,194 | $73,404+61.0% | $87,100+35.7% | $67,579+74.9% |
| Participation rate | 95.7% | 80.9%+14.8pp | 76.9%+18.8pp | 71.3%+24.4pp |
| Annual return | 20.54% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $3,818 | $2,014+89.6% | $2,521+51.4% | $2,148+77.8% |
| Participant deferral / active EE | $6,719 | $3,913+71.7% | $4,049+66.0% | $3,539+89.8% |
| Admin fee / account holder | $26 | $142-81.3% | $7,497-99.6% | $142-81.4% |