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 LLC3 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $44,489 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,236 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,988 |
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 | $135,054 | $56,317+139.8% | $71,209+89.7% | $74,304+81.8% |
| Participation rate | 96.8% | 55.1%+41.6pp | 73.8%+23.0pp | 60.3%+36.4pp |
| Annual return | 15.87% | 42.83%-27.0pp | 282.51%-266.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $4,336 | $2,160+100.7% | $2,721+59.3% | $2,241+93.4% |
| Participant deferral / active EE | $10,248 | $2,788+267.6% | $4,175+145.4% | $3,767+172.0% |
| Admin fee / account holder | $556 | $2,290-75.7% | $5,349-89.6% | $2,969-81.3% |