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 INC6+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $5,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,477 | $56,485-70.8% | $185,823-91.1% | $86,799-81.0% |
| Participation rate | 65.0% | 65.5%-0.5pp | 81.7%-16.7pp | 72.3%-7.3pp |
| Annual return | 27.84% | 118.04%-90.2pp | 122.05%-94.2pp | 97.91%-70.1pp |
| Employer contribution / active EE | $1,216 | $1,843-34.0% | $5,167-76.5% | $2,405-49.4% |
| Participant deferral / active EE | $573 | $2,553-77.5% | $5,568-89.7% | $4,131-86.1% |
| Admin fee / account holder | $14 | $150-90.9% | $16,237-99.9% | $170-91.9% |