Filed October 2, 2017
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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,446 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 16 3030 N. ROCKY POINT DRIVE W · TAMPA, FL 33607 | Consulting | $19,437 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,976 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $202,039 | $44,873+350.2% | $79,464+154.3% | $56,287+258.9% |
| Participation rate | 98.1% | 68.7%+29.4pp | 73.3%+24.8pp | 69.9%+28.3pp |
| Annual return | -5.43% | 0.81%-6.2pp | 718.14%-723.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $5,029 | $2,140+135.0% | $2,800+79.6% | $2,111+138.2% |
| Participant deferral / active EE | $8,598 | $2,746+213.1% | $3,704+132.1% | $3,350+156.7% |
| Admin fee / account holder | $390 | $418-6.7% | $5,113-92.4% | $521-25.0% |