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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $37,856 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,298 |
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 | $201,909 | $51,197+294.4% | $82,719+144.1% | $66,914+201.7% |
| Participation rate | 99.1% | 67.8%+31.2pp | 72.6%+26.5pp | 69.8%+29.3pp |
| Annual return | -14.62% | -9.64%-5.0pp | 701.18%-715.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $4,948 | $2,611+89.5% | $3,009+64.4% | $2,544+94.5% |
| Participant deferral / active EE | $7,703 | $3,458+122.8% | $4,395+75.3% | $4,237+81.8% |
| Admin fee / account holder | $441 | $416+6.1% | $5,329-91.7% | $593-25.7% |