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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,688 |
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 | $141,794 | $79,519+78.3% | $95,952+47.8% | $73,409+93.2% |
| Participation rate | 96.3% | 81.2%+15.1pp | 77.1%+19.2pp | 72.2%+24.1pp |
| Annual return | 13.26% | 19.20%-5.9pp | 91.61%-78.4pp | 59.29%-46.0pp |
| Employer contribution / active EE | $3,300 | $2,048+61.2% | $2,541+29.9% | $2,234+47.8% |
| Participant deferral / active EE | $6,100 | $4,138+47.4% | $4,167+46.4% | $3,805+60.3% |
| Admin fee / account holder | $78 | $184-57.7% | $6,795-98.9% | $158-50.6% |