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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,733 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,563 | $60,124+280.2% | $90,404+152.8% | $79,858+186.2% |
| Participation rate | 95.8% | 65.0%+30.9pp | 72.7%+23.2pp | 69.6%+26.2pp |
| Annual return | 7.32% | 71.94%-64.6pp | 1293.02%-1285.7pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,608 | $2,068+26.1% | $3,262-20.1% | $2,471+5.5% |
| Participant deferral / active EE | $9,734 | $2,938+231.3% | $3,963+145.6% | $3,740+160.3% |
| Admin fee / account holder | $465 | $3,976-88.3% | $5,611-91.7% | $5,306-91.2% |