Filed April 15, 2021 (most recent of 6 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 INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $6,330 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,594 | $122,186+123.9% | $146,958+86.2% | $199,593+37.1% |
| Participation rate | 95.3% | 78.3%+17.0pp | 82.2%+13.1pp | 72.0%+23.3pp |
| Annual return | 15.09% | 30.56%-15.5pp | 418.34%-403.2pp | 34.25%-19.2pp |
| Employer contribution / active EE | $18,453 | $4,093+350.9% | $4,933+274.1% | $3,034+508.2% |
| Participant deferral / active EE | $16,554 | $8,502+94.7% | $8,070+105.1% | $5,087+225.4% |
| Admin fee / account holder | $3 | $179-98.4% | $12,998-100.0% | $269-99.0% |