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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,617 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,738 | $130,655+19.2% | $93,789+66.1% | $64,808+140.3% |
| Participation rate | 96.6% | 84.9%+11.8pp | 81.0%+15.7pp | 71.5%+25.2pp |
| Annual return | -14.71% | -14.04%-0.7pp | -11.33%-3.4pp | 32.82%-47.5pp |
| Employer contribution / active EE | $8,841 | $5,594+58.0% | $4,323+104.5% | $2,506+252.8% |
| Participant deferral / active EE | $6,242 | $8,067-22.6% | $6,094+2.4% | $4,310+44.8% |
| Admin fee / account holder | $115 | $140-18.2% | $7,195-98.4% | $188-38.9% |