Filed March 8, 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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $43,644 |
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,117 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,056 | $136,266-77.2% | $90,749-65.8% | $77,904-60.1% |
| Participation rate | 77.8% | 86.6%-8.9pp | 75.7%+2.1pp | 73.7%+4.1pp |
| Annual return | -16.10% | -11.32%-4.8pp | -12.16%-3.9pp | 12.21%-28.3pp |
| Employer contribution / active EE | $1,848 | $4,215-56.2% | $2,921-36.7% | $2,848-35.1% |
| Participant deferral / active EE | $2,961 | $6,353-53.4% | $4,564-35.1% | $4,806-38.4% |
| Admin fee / account holder | $59 | $399-85.1% | $8,445-99.3% | $133-55.1% |