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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,660 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $26,370 |
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 | $222,696 | $58,264+282.2% | $86,612+157.1% | $71,457+211.6% |
| Participation rate | 95.6% | 65.0%+30.6pp | 71.7%+23.9pp | 67.9%+27.7pp |
| Annual return | 16.52% | 21.63%-5.1pp | 591.07%-574.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,800 | $2,574+86.5% | $3,022+58.8% | $2,588+85.5% |
| Participant deferral / active EE | $7,105 | $3,436+106.8% | $4,438+60.1% | $4,289+65.7% |
| Admin fee / account holder | $450 | $1,057-57.4% | $5,614-92.0% | $1,587-71.7% |