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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,950 |
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 | $66,530 | $71,142-6.5% | $119,609-44.4% | $64,808+2.7% |
| Participation rate | 88.8% | 78.6%+10.2pp | 79.3%+9.6pp | 71.5%+17.4pp |
| Annual return | -15.25% | -10.01%-5.2pp | -14.97%-0.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $556 | $2,497-77.7% | $4,232-86.9% | $2,506-77.8% |
| Participant deferral / active EE | $5,939 | $4,490+32.3% | $5,602+6.0% | $4,310+37.8% |
| Admin fee / account holder | $98 | $162-39.9% | $10,323-99.1% | $188-48.1% |