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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,724,666 |
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 | $26,832 | $48,464-44.6% | $90,951-70.5% | $106,222-74.7% |
| Participation rate | 86.3% | 53.1%+33.1pp | 69.0%+17.2pp | 70.8%+15.4pp |
| Annual return | 18.60% | 16.72%+1.9pp | 134.60%-116.0pp | 21.69%-3.1pp |
| Employer contribution / active EE | $875 | $939-6.8% | $2,122-58.7% | $2,723-67.9% |
| Participant deferral / active EE | $2,345 | $1,510+55.3% | $3,373-30.5% | $4,600-49.0% |
| Admin fee / account holder | $35 | $58-39.5% | $5,959-99.4% | $78-55.3% |