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 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $28,211 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,617 |
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 | $235,140 | $60,323+289.8% | $81,812+187.4% | $74,495+215.6% |
| Participation rate | 96.4% | 62.9%+33.5pp | 72.3%+24.0pp | 67.2%+29.2pp |
| Annual return | 11.93% | 16.90%-5.0pp | 773.79%-761.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $5,155 | $2,620+96.7% | $2,912+77.0% | $2,623+96.5% |
| Participant deferral / active EE | $7,942 | $3,387+134.4% | $4,319+83.9% | $4,346+82.7% |
| Admin fee / account holder | $432 | $1,486-70.9% | $7,386-94.2% | $1,942-77.8% |