Filed August 14, 2024 (most recent of 5 filings on file)
Total covered: 194 employees
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,125,763 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,617 | $57,150-44.7% | $93,606-66.2% | $106,382-70.3% |
| Participation rate | 93.7% | 49.1%+44.6pp | 68.7%+25.0pp | 69.9%+23.8pp |
| Annual return | 14.29% | 15.81%-1.5pp | 133.20%-118.9pp | 17.37%-3.1pp |
| Employer contribution / active EE | $1,457 | $1,015+43.6% | $2,420-39.8% | $3,364-56.7% |
| Participant deferral / active EE | $3,259 | $1,853+75.9% | $4,411-26.1% | $5,569-41.5% |
| Admin fee / account holder | $33 | $64-49.2% | $8,285-99.6% | $79-58.8% |