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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $703,552 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,508 | $38,963-47.4% | $71,796-71.4% | $329,111-93.8% |
| Participation rate | 94.3% | 53.8%+40.5pp | 69.1%+25.2pp | 67.9%+26.4pp |
| Annual return | 7.83% | 9.85%-2.0pp | 78.04%-70.2pp | 16.35%-8.5pp |
| Employer contribution / active EE | $1,230 | $758+62.3% | $1,924-36.1% | $2,303-46.6% |
| Participant deferral / active EE | $2,555 | $1,286+98.7% | $2,794-8.6% | $3,682-30.6% |
| Admin fee / account holder | $23 | $50-54.8% | $4,815-99.5% | $754-97.0% |