Filed August 14, 2024 (most recent of 5 filings on file)
Total covered: 194 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,817,393 |
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 | $22,144 | $100,179-77.9% | $84,015-73.6% | $89,569-75.3% |
| Participation rate | 91.8% | 54.1%+37.7pp | 69.0%+22.8pp | 69.6%+22.3pp |
| Annual return | 22.92% | 22.50%+0.4pp | 71.31%-48.4pp | 34.56%-11.6pp |
| Employer contribution / active EE | $1,166 | $816+42.8% | $1,983-41.2% | $2,584-54.9% |
| Participant deferral / active EE | $2,551 | $1,459+74.9% | $3,239-21.2% | $4,220-39.5% |
| Admin fee / account holder | $37 | $72-48.1% | $6,101-99.4% | $72-47.7% |