Filed November 8, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $38,651 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,482 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,118 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,730 | $60,323+96.8% | $81,812+45.1% | $74,495+59.4% |
| Participation rate | 98.0% | 62.9%+35.1pp | 72.3%+25.6pp | 67.2%+30.8pp |
| Annual return | 14.00% | 16.90%-2.9pp | 773.79%-759.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,056 | $2,620+54.8% | $2,912+39.3% | $2,623+54.6% |
| Participant deferral / active EE | $9,356 | $3,387+176.2% | $4,319+116.6% | $4,346+115.3% |
| Admin fee / account holder | $313 | $1,486-78.9% | $7,386-95.8% | $1,942-83.9% |