Filed February 25, 2021 (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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $132,301 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,137 | $95,776+119.4% | $162,163+29.6% | $77,787+170.1% |
| Participation rate | 93.4% | 88.6%+4.7pp | 87.6%+5.8pp | 73.2%+20.2pp |
| Annual return | 19.30% | 37.03%-17.7pp | 115.59%-96.3pp | 32.57%-13.3pp |
| Employer contribution / active EE | $3,398 | $3,874-12.3% | $5,614-39.5% | $2,504+35.7% |
| Participant deferral / active EE | $6,908 | $6,125+12.8% | $7,298-5.3% | $3,967+74.1% |
| Admin fee / account holder | $81 | $88-8.0% | $10,843-99.3% | $100-19.3% |