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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,392 |
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 | $147,765 | $174,559-15.3% | $105,387+40.2% | $67,579+118.7% |
| Participation rate | 96.0% | 88.2%+7.8pp | 82.6%+13.4pp | 71.3%+24.7pp |
| Annual return | 18.41% | 23.63%-5.2pp | 26.82%-8.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $6,003 | $4,874+23.2% | $4,213+42.5% | $2,148+179.5% |
| Participant deferral / active EE | $4,951 | $7,563-34.5% | $5,502-10.0% | $3,539+39.9% |
| Admin fee / account holder | $125 | $270-53.7% | $6,559-98.1% | $142-12.1% |