Filed October 16, 2024 (most recent of 2 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 10-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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,867 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,261 | $74,706+4.8% | $75,696+3.4% | $79,386-1.4% |
| Participation rate | 97.0% | 75.3%+21.6pp | 74.8%+22.2pp | 70.7%+26.3pp |
| Annual return | 14.86% | 18.52%-3.7pp | 104.53%-89.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,514 | $2,590-2.9% | $2,743-8.3% | $2,427+3.6% |
| Participant deferral / active EE | $4,263 | $3,533+20.7% | $3,821+11.6% | $4,046+5.4% |
| Admin fee / account holder | $113 | $374-69.9% | $3,619-96.9% | $626-82.0% |