Filed February 25, 2021 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $549,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,827 | $119,153+47.6% | $151,611+16.0% | $78,044+125.3% |
| Participation rate | 100.0% | 92.5%+7.5pp | 87.5%+12.5pp | 74.4%+25.6pp |
| Annual return | 127.81% | -10.83%+138.6pp | 3.33%+124.5pp | 10.87%+116.9pp |
| Employer contribution / active EE | $6,377 | $5,298+20.4% | $6,166+3.4% | $3,125+104.1% |
| Participant deferral / active EE | $6,873 | $8,624-20.3% | $8,363-17.8% | $5,084+35.2% |
| Admin fee / account holder | $52 | $69-24.6% | $11,616-99.6% | $79-34.3% |