Filed July 11, 2019 (most recent of 4 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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $49,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,800 | $79,171+33.6% | $102,423+3.3% | $74,495+42.0% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 13.39% | 54.93%-41.5pp | 29.32%-15.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,858 | $2,362+21.0% | $3,023-5.5% | $2,623+9.0% |
| Participant deferral / active EE | $6,730 | $4,415+52.4% | $5,053+33.2% | $4,346+54.9% |
| Admin fee / account holder | $154 | $2,001-92.3% | $9,451-98.4% | $1,942-92.1% |