Filed February 14, 2025 (most recent of 2 filings on file)
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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,510 |
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 | $101,886 | $80,005+27.3% | $140,016-27.2% | $55,725+82.8% |
| Participation rate | 94.9% | 87.0%+7.9pp | 87.5%+7.4pp | 70.9%+24.1pp |
| Annual return | -4.39% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,170 | $3,403-6.8% | $5,606-43.4% | $2,078+52.6% |
| Participant deferral / active EE | $7,131 | $5,264+35.5% | $6,927+2.9% | $3,356+112.5% |
| Admin fee / account holder | $4 | $116-96.8% | $10,705-100.0% | $115-96.8% |