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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,799 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,957 | $78,419-36.3% | $133,956-62.7% | $73,409-31.9% |
| Participation rate | 86.3% | 78.6%+7.7pp | 79.8%+6.5pp | 72.2%+14.1pp |
| Annual return | 14.31% | 33.35%-19.0pp | 45.09%-30.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $576 | $2,044-71.8% | $3,919-85.3% | $2,234-74.2% |
| Participant deferral / active EE | $4,050 | $3,925+3.2% | $5,048-19.8% | $3,805+6.4% |
| Admin fee / account holder | $89 | $161-44.8% | $8,927-99.0% | $158-43.6% |