Filed January 17, 2023
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 Filed as: T.ROWE PRICE RETIREMENT PLAN Service code 21 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Bank Trustee | $323,655 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $71,250 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE Service code 10 | Accounting | $22,000 |
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 | $56,444 | $92,488-39.0% | $70,014-19.4% | $65,292-13.6% |
| Participation rate | 84.7% | 81.7%+3.1pp | 71.8%+12.9pp | 72.4%+12.3pp |
| Annual return | 7.31% | 20.13%-12.8pp | 12.99%-5.7pp | 11.84%-4.5pp |
| Employer contribution / active EE | $2,208 | $3,198-31.0% | $2,338-5.6% | $2,302-4.1% |
| Participant deferral / active EE | $3,536 | $4,112-14.0% | $2,931+20.6% | $3,579-1.2% |
| Admin fee / account holder | $84 | $58+43.0% | $4,380-98.1% | $57+45.7% |