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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $109,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,843 | $86,897+178.3% | $151,611+59.5% | $64,808+273.2% |
| Participation rate | 94.2% | 87.3%+7.0pp | 87.5%+6.7pp | 71.5%+22.8pp |
| Annual return | -13.95% | -3.57%-10.4pp | 3.33%-17.3pp | 32.82%-46.8pp |
| Employer contribution / active EE | $4,102 | $4,010+2.3% | $6,166-33.5% | $2,506+63.7% |
| Participant deferral / active EE | $8,718 | $6,690+30.3% | $8,363+4.2% | $4,310+102.3% |
| Admin fee / account holder | $64 | $153-57.9% | $11,616-99.4% | $188-65.7% |