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 INC5+ years Filed as: T. ROWE PRICE Service code 13 · EIN 52-1481931 | Contract Administrator | $6,880 |
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 | $235,579 | $88,122+167.3% | $141,162+66.9% | $67,579+248.6% |
| Participation rate | 98.8% | 76.5%+22.4pp | 82.5%+16.3pp | 71.3%+27.5pp |
| Annual return | 24.92% | 75.40%-50.5pp | 71.39%-46.5pp | 378.56%-353.6pp |
| Employer contribution / active EE | $18,716 | $3,224+480.4% | $4,735+295.3% | $2,148+771.4% |
| Participant deferral / active EE | $12,186 | $5,958+104.5% | $6,709+81.6% | $3,539+244.3% |
| Admin fee / account holder | $3 | $131-97.4% | $10,261-100.0% | $142-97.6% |