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 INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,461 |
SMITH & DOWNEY1 year Filed as: SMITH AND DOWNEY Service code 29 320 E TOWSON BLVD SUITE 1 EAST · BALTIMORE, MD 21286 | Legal | $686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,256 | $96,018-25.8% | $65,493+8.8% | $85,563-16.7% |
| Participation rate | 89.7% | 74.8%+14.9pp | 73.1%+16.6pp | 66.0%+23.7pp |
| Annual return | 16.09% | 14.51%+1.6pp | 982.45%-966.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,194 | $3,235-32.2% | $2,574-14.8% | $2,654-17.3% |
| Participant deferral / active EE | $3,568 | $4,055-12.0% | $3,961-9.9% | $4,375-18.5% |
| Admin fee / account holder | $93 | $271-65.5% | $5,028-98.1% | $834-88.8% |