Filed September 6, 2017 (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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $52,201 |
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 | $115,154 | $120,075-4.1% | $90,782+26.8% | $55,725+106.6% |
| Participation rate | 96.8% | 88.0%+8.8pp | 82.7%+14.1pp | 70.9%+25.9pp |
| Annual return | -3.42% | -3.47%0pp | -3.42%0pp | 244.93%-248.4pp |
| Employer contribution / active EE | $5,987 | $4,693+27.6% | $4,105+45.8% | $2,078+188.1% |
| Participant deferral / active EE | $4,826 | $6,826-29.3% | $5,366-10.1% | $3,356+43.8% |
| Admin fee / account holder | $112 | $111+0.7% | $5,908-98.1% | $115-2.5% |