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.
See the 10-year trajectory with Solo.
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 INC1 year Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $5,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,268 | $88,083-55.4% | $164,813-76.2% | $74,495-47.3% |
| Participation rate | 68.0% | 73.0%-5.0pp | 78.6%-10.6pp | 67.2%+0.8pp |
| Annual return | 15.81% | 17.26%-1.5pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,061 | $2,593-59.1% | $4,341-75.6% | $2,623-59.6% |
| Participant deferral / active EE | $1,644 | $4,498-63.4% | $6,031-72.7% | $4,346-62.2% |
| Admin fee / account holder | $49 | $2,234-97.8% | $12,690-99.6% | $1,942-97.5% |