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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $221,943 | $66,750+232.5% | $105,722+109.9% | $57,658+284.9% |
| Participation rate | 96.1% | 79.2%+17.0pp | 78.9%+17.2pp | 70.2%+25.9pp |
| Annual return | 5.87% | 10.99%-5.1pp | 12.25%-6.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $8,552 | $3,766+127.1% | $4,079+109.7% | $1,974+333.3% |
| Participant deferral / active EE | $6,465 | $4,933+31.1% | $5,326+21.4% | $3,061+111.2% |
| Admin fee / account holder | $2 | $88-97.5% | $8,308-100.0% | $95-97.7% |