Filed November 3, 2017
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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,873 |
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 | $61,566 | $63,905-3.7% | $74,183-17.0% | $57,658+6.8% |
| Participation rate | 88.9% | 79.8%+9.2pp | 76.6%+12.3pp | 70.2%+18.7pp |
| Annual return | 7.05% | 60.60%-53.6pp | 17.74%-10.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,224 | $1,840-33.5% | $2,370-48.3% | $1,974-38.0% |
| Participant deferral / active EE | $3,087 | $3,448-10.5% | $3,550-13.0% | $3,061+0.9% |
| Admin fee / account holder | $9 | $91-90.4% | $5,586-99.8% | $95-90.7% |