Filed February 25, 2021 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $484,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,120 | $136,780-35.6% | $189,513-53.5% | $101,517-13.2% |
| Participation rate | 91.6% | 90.9%+0.8pp | 87.8%+3.8pp | 74.6%+17.1pp |
| Annual return | 18.67% | 37.00%-18.3pp | 555.15%-536.5pp | 21.00%-2.3pp |
| Employer contribution / active EE | $5,332 | $4,857+9.8% | $6,162-13.5% | $2,973+79.3% |
| Participant deferral / active EE | $5,576 | $7,572-26.4% | $8,221-32.2% | $4,873+14.4% |
| Admin fee / account holder | $64 | $64-0.2% | $12,045-99.5% | $139-54.1% |