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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,796 |
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 | $81,139 | $91,372-11.2% | $129,995-37.6% | $74,419+9.0% |
| Participation rate | 89.8% | 77.8%+12.0pp | 78.5%+11.3pp | 70.7%+19.0pp |
| Annual return | 15.80% | 23.21%-7.4pp | -137.18%+153.0pp | 34.38%-18.6pp |
| Employer contribution / active EE | $577 | $2,563-77.5% | $4,320-86.6% | $2,637-78.1% |
| Participant deferral / active EE | $6,500 | $4,721+37.7% | $5,820+11.7% | $4,528+43.6% |
| Admin fee / account holder | $97 | $283-65.9% | $10,614-99.1% | $348-72.2% |