See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 | Recordkeeping | $10,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,309 | $89,652-71.8% | $141,162-82.1% | $65,185-61.2% |
| Participation rate | 57.0% | 74.7%-17.7pp | 82.5%-25.5pp | 70.2%-13.2pp |
| Annual return | 26.62% | 32.79%-6.2pp | 71.39%-44.8pp | 29.38%-2.8pp |
| Employer contribution / active EE | $844 | $3,065-72.5% | $4,735-82.2% | $2,177-61.2% |
| Participant deferral / active EE | $2,767 | $5,691-51.4% | $6,709-58.8% | $3,514-21.2% |
| Admin fee / account holder | $83 | $569-85.4% | $10,261-99.2% | $847-90.2% |