Filed September 7, 2018 (most recent of 3 filings on file)
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 7-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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $95,829 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,107 | $69,159-43.5% | $125,175-68.8% | $67,579-42.1% |
| Participation rate | 86.0% | 78.2%+7.8pp | 79.8%+6.2pp | 71.3%+14.7pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $497 | $2,023-75.5% | $3,865-87.2% | $2,148-76.9% |
| Participant deferral / active EE | $3,139 | $3,700-15.2% | $4,937-36.4% | $3,539-11.3% |
| Admin fee / account holder | $91 | $142-35.6% | $9,702-99.1% | $142-35.8% |