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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $115,883 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,002 | $111,491+149.4% | $189,513+46.7% | $86,799+220.3% |
| Participation rate | 93.2% | 87.3%+5.9pp | 87.8%+5.4pp | 72.3%+21.0pp |
| Annual return | 13.41% | 83.50%-70.1pp | 555.15%-541.7pp | 97.91%-84.5pp |
| Employer contribution / active EE | $4,038 | $3,951+2.2% | $6,162-34.5% | $2,405+67.9% |
| Participant deferral / active EE | $8,647 | $6,437+34.3% | $8,221+5.2% | $4,131+109.3% |
| Admin fee / account holder | $81 | $189-57.0% | $12,045-99.3% | $170-52.2% |