Filed February 16, 2021 (most recent of 5 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 9-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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,750 | $89,553+39.3% | $81,367+53.3% | $52,331+138.4% |
| Participation rate | 66.9% | 82.2%-15.4pp | 82.3%-15.4pp | 68.1%-1.3pp |
| Annual return | 0.33% | 4.41%-4.1pp | -0.92%+1.2pp | 4.54%-4.2pp |
| Employer contribution / active EE | $3,968 | $3,780+5.0% | $3,930+1.0% | $1,882+110.9% |
| Participant deferral / active EE | $6,516 | $5,359+21.6% | $5,383+21.0% | $3,022+115.6% |
| Admin fee / account holder | $5 | $1,914-99.8% | $8,926-99.9% | $592-99.2% |