Filed August 3, 2020
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 RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $500 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T.ROWE PRCIE RPS, INC. Service code 15 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,304 | $87,841-10.9% | $133,980-41.6% | $62,891+24.5% |
| Participation rate | 73.0% | 83.4%-10.3pp | 87.1%-14.0pp | 69.3%+3.7pp |
| Annual return | 13.15% | 12.05%+1.1pp | 29.30%-16.2pp | 20.14%-7.0pp |
| Employer contribution / active EE | $2,211 | $3,483-36.5% | $5,211-57.6% | $2,281-3.1% |
| Participant deferral / active EE | $4,757 | $4,812-1.1% | $6,282-24.3% | $3,203+48.5% |
| Admin fee / account holder | $5 | $5,371-99.9% | $9,324-99.9% | $4,296-99.9% |