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 INC2+ years Filed as: T. ROWE PRICE Service code 37 · EIN 52-1481931 | Loan Processing | $30,855 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,137 | $85,635+105.7% | $123,892+42.2% | $63,975+175.3% |
| Participation rate | 94.1% | 74.9%+19.1pp | 81.4%+12.7pp | 71.1%+22.9pp |
| Annual return | 8.02% | 15.74%-7.7pp | 47.52%-39.5pp | 48.65%-40.6pp |
| Employer contribution / active EE | $15,976 | $3,076+419.3% | $4,617+246.0% | $2,182+632.3% |
| Participant deferral / active EE | $9,729 | $5,667+71.7% | $5,984+62.6% | $3,356+189.9% |
| Admin fee / account holder | $16 | $75-79.2% | $8,357-99.8% | $70-77.9% |