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 INC6+ years Filed as: T. ROWE PRICE Service code 13 · EIN 52-1481931 | Contract Administrator | $4,160 |
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 | $246,118 | $127,481+93.1% | $149,696+64.4% | $90,288+172.6% |
| Participation rate | 94.9% | 78.2%+16.7pp | 82.5%+12.5pp | 73.4%+21.6pp |
| Annual return | 14.99% | 57.78%-42.8pp | 276.60%-261.6pp | 53.97%-39.0pp |
| Employer contribution / active EE | $14,730 | $3,448+327.2% | $4,644+217.2% | $2,524+483.6% |
| Participant deferral / active EE | $12,151 | $6,975+74.2% | $6,842+77.6% | $4,232+187.1% |
| Admin fee / account holder | $2 | $152-98.8% | $9,309-100.0% | $114-98.3% |