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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,195 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,936 | $72,658+272.9% | $127,761+112.1% | $67,579+300.9% |
| Participation rate | 95.3% | 80.0%+15.3pp | 79.0%+16.3pp | 71.3%+24.0pp |
| Annual return | 17.86% | 26.49%-8.6pp | 26.14%-8.3pp | 378.56%-360.7pp |
| Employer contribution / active EE | $8,134 | $3,988+103.9% | $4,574+77.8% | $2,148+278.7% |
| Participant deferral / active EE | $6,840 | $5,383+27.1% | $6,021+13.6% | $3,539+93.3% |
| Admin fee / account holder | $5 | $127-95.7% | $9,395-99.9% | $142-96.1% |