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 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,042 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,806 | $81,474-89.2% | $133,956-93.4% | $73,488-88.0% |
| Participation rate | 74.1% | 76.4%-2.3pp | 79.8%-5.8pp | 70.7%+3.4pp |
| Annual return | 767.89% | 19.40%+748.5pp | 45.09%+722.8pp | 28.51%+739.4pp |
| Employer contribution / active EE | $1,026 | $2,209-53.6% | $3,919-73.8% | $2,270-54.8% |
| Participant deferral / active EE | $1,279 | $3,786-66.2% | $5,048-74.7% | $3,740-65.8% |
| Admin fee / account holder | $70 | $713-90.2% | $8,927-99.2% | $513-86.4% |