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 INC7+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $44,350 |
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 | $115,251 | $108,549+6.2% | $156,263-26.2% | $85,563+34.7% |
| Participation rate | 90.9% | 77.1%+13.8pp | 78.9%+12.0pp | 66.0%+25.0pp |
| Annual return | 15.08% | 21.79%-6.7pp | 59.47%-44.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $564 | $2,690-79.0% | $4,333-87.0% | $2,654-78.8% |
| Participant deferral / active EE | $7,736 | $4,800+61.1% | $6,158+25.6% | $4,375+76.8% |
| Admin fee / account holder | $89 | $650-86.3% | $14,255-99.4% | $834-89.3% |