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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,723 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,167 | $60,989+1.9% | $60,874+2.1% | $66,914-7.1% |
| Participation rate | 96.0% | 74.5%+21.5pp | 73.1%+22.8pp | 69.8%+26.2pp |
| Annual return | -15.91% | -9.60%-6.3pp | 16.90%-32.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,740 | $2,661+3.0% | $2,701+1.4% | $2,544+7.7% |
| Participant deferral / active EE | $4,278 | $3,615+18.4% | $3,817+12.1% | $4,237+1.0% |
| Admin fee / account holder | $97 | $338-71.4% | $3,224-97.0% | $593-83.7% |