Filed June 30, 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 INC1+ years Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,700 | $65,263+218.2% | $90,223+130.2% | $55,191+276.3% |
| Participation rate | 96.8% | 79.0%+17.8pp | 79.0%+17.8pp | 69.2%+27.6pp |
| Annual return | 0.71% | 2.81%-2.1pp | 1.31%-0.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $8,593 | $4,153+106.9% | $4,378+96.3% | $1,899+352.6% |
| Participant deferral / active EE | $6,240 | $5,564+12.2% | $5,792+7.7% | $3,046+104.8% |
| Admin fee / account holder | $0 | $116-100.0% | $7,406-100.0% | $91-100.0% |