Filed October 26, 2021
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 INC1+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,600 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,547 | $50,464+412.3% | $75,781+241.2% | $52,331+394.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 3.56% | 1.03%+2.5pp | 9.68%-6.1pp | 4.54%-1.0pp |
| Employer contribution / active EE | $17,339 | $1,988+772.0% | $3,323+421.7% | $1,882+821.4% |
| Participant deferral / active EE | $5,524 | $2,570+114.9% | $3,651+51.3% | $3,022+82.8% |
| Admin fee / account holder | $10 | $1,103-99.1% | $5,299-99.8% | $592-98.2% |