Filed August 1, 2013 (most recent of 2 filings on file)
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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $98,262 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL Service code 16 · EIN 47-1411118 | Consulting | $26,250 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $19,056 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,607,709 | $88,890+1708.7% | $102,423+1469.7% | $77,643+1970.6% |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.5%-76.5pp | 70.6%-70.6pp |
| Annual return | 14.72% | 24.98%-10.3pp | 29.32%-14.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,813 | $2,698+41.3% | $3,023+26.1% | $2,726+39.9% |
| Participant deferral / active EE | $5,198 | $5,145+1.0% | $5,053+2.9% | $4,647+11.9% |
| Admin fee / account holder | $3,046 | $235+1194.0% | $9,451-67.8% | $430+607.8% |