See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $19,897 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,750 | $102,317-65.1% | $146,958-75.7% | $80,856-55.8% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | 27.28% | 134.76%-107.5pp | 418.34%-391.1pp | 35.59%-8.3pp |
| Employer contribution / active EE | $3,394 | $3,713-8.6% | $4,933-31.2% | $2,755+23.2% |
| Participant deferral / active EE | $7,390 | $6,644+11.2% | $8,070-8.4% | $4,296+72.0% |
| Admin fee / account holder | $139 | $7,941-98.2% | $12,998-98.9% | $6,918-98.0% |