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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $41,933 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $22,083 |
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 | $191,021 | $155,364+23.0% | $103,476+84.6% | $77,643+146.0% |
| Participation rate | 93.4% | 85.5%+7.8pp | 80.5%+12.8pp | 70.6%+22.8pp |
| Annual return | 11.42% | 19.02%-7.6pp | 23.90%-12.5pp | 31.24%-19.8pp |
| Employer contribution / active EE | $9,340 | $5,949+57.0% | $4,672+99.9% | $2,726+242.7% |
| Participant deferral / active EE | $6,499 | $8,482-23.4% | $6,623-1.9% | $4,647+39.8% |
| Admin fee / account holder | $126 | $503-75.0% | $9,413-98.7% | $430-70.8% |