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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,661 | $331,159-46.0% | $112,887+58.3% | $74,419+140.1% |
| Participation rate | 96.6% | 81.4%+15.2pp | 80.5%+16.1pp | 70.7%+25.8pp |
| Annual return | 16.44% | 21.62%-5.2pp | 34.10%-17.7pp | 34.38%-17.9pp |
| Employer contribution / active EE | $9,011 | $5,469+64.8% | $4,563+97.5% | $2,637+241.7% |
| Participant deferral / active EE | $6,343 | $8,097-21.7% | $6,513-2.6% | $4,528+40.1% |
| Admin fee / account holder | $83 | $281-70.3% | $7,047-98.8% | $348-76.0% |