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 INC2+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,152 |
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 | $264,380 | $52,884+399.9% | $84,750+212.0% | $55,167+379.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.62% | 18.03%-12.4pp | 22.78%-17.2pp | 169.23%-163.6pp |
| Employer contribution / active EE | $11,194 | $2,233+401.2% | $3,574+213.2% | $1,963+470.4% |
| Participant deferral / active EE | $5,482 | $2,644+107.3% | $3,712+47.7% | $3,054+79.5% |
| Admin fee / account holder | $39 | $581-93.3% | $5,332-99.3% | $504-92.2% |