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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,086 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,993 |
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 | $230,570 | $51,620+346.7% | $90,281+155.4% | $65,185+253.7% |
| Participation rate | 97.1% | 68.6%+28.5pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 20.34% | 24.94%-4.6pp | 78.10%-57.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $3,586 | $2,235+60.5% | $2,854+25.6% | $2,177+64.8% |
| Participant deferral / active EE | $9,088 | $2,871+216.6% | $3,885+133.9% | $3,514+158.6% |
| Admin fee / account holder | $467 | $384+21.5% | $5,351-91.3% | $847-44.9% |