Filed June 7, 2022
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 4-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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,860 |
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 | $67,671 | $79,519-14.9% | $95,952-29.5% | $73,409-7.8% |
| Participation rate | 71.2% | 81.2%-10.0pp | 77.1%-5.9pp | 72.2%-1.0pp |
| Annual return | 13.95% | 19.20%-5.2pp | 91.61%-77.7pp | 59.29%-45.3pp |
| Employer contribution / active EE | $903 | $2,048-55.9% | $2,541-64.5% | $2,234-59.6% |
| Participant deferral / active EE | $2,634 | $4,138-36.3% | $4,167-36.8% | $3,805-30.8% |
| Admin fee / account holder | $6 | $184-96.5% | $6,795-99.9% | $158-95.9% |