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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,550 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $27,206 |
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 | $233,618 | $63,745+266.5% | $98,442+137.3% | $79,386+194.3% |
| Participation rate | 96.3% | 69.9%+26.4pp | 73.3%+22.9pp | 70.7%+25.6pp |
| Annual return | 16.30% | 625.80%-609.5pp | 1492.73%-1476.4pp | 116.85%-100.6pp |
| Employer contribution / active EE | $3,171 | $2,557+24.0% | $2,960+7.2% | $2,427+30.6% |
| Participant deferral / active EE | $8,105 | $3,303+145.4% | $4,276+89.5% | $4,046+100.3% |
| Admin fee / account holder | $449 | $516-12.9% | $5,949-92.5% | $626-28.4% |