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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $58,361 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,416 | $172,932+1.4% | $119,258+47.1% | $86,799+102.1% |
| Participation rate | 97.7% | 89.4%+8.3pp | 82.7%+15.0pp | 72.3%+25.4pp |
| Annual return | 12.18% | 20.96%-8.8pp | 30.69%-18.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $8,277 | $5,487+50.9% | $4,384+88.8% | $2,405+244.1% |
| Participant deferral / active EE | $5,780 | $8,466-31.7% | $6,111-5.4% | $4,131+39.9% |
| Admin fee / account holder | $122 | $150-18.8% | $7,226-98.3% | $170-28.0% |