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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,681,915 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,155 | $38,510-47.7% | $74,550-73.0% | $73,367-72.5% |
| Participation rate | 94.2% | 53.5%+40.7pp | 69.1%+25.1pp | 69.5%+24.8pp |
| Annual return | -6.06% | -0.94%-5.1pp | 32.53%-38.6pp | 173.45%-179.5pp |
| Employer contribution / active EE | $1,256 | $774+62.4% | $1,961-35.9% | $2,499-49.7% |
| Participant deferral / active EE | $2,688 | $1,421+89.2% | $3,108-13.5% | $4,033-33.4% |
| Admin fee / account holder | $41 | $52-21.6% | $5,060-99.2% | $68-40.4% |