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 INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21331 | Recordkeeping | $77,335 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $35,000 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $19,930 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,911 | $98,727+4.2% | $113,168-9.1% | $85,563+20.3% |
| Participation rate | 98.3% | 80.8%+17.5pp | 76.6%+21.7pp | 66.0%+32.3pp |
| Annual return | 14.38% | 17.43%-3.0pp | 24.27%-9.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $3,860 | $2,907+32.8% | $2,975+29.7% | $2,654+45.5% |
| Participant deferral / active EE | $5,191 | $5,424-4.3% | $5,107+1.7% | $4,375+18.6% |
| Admin fee / account holder | $160 | $357-55.2% | $12,068-98.7% | $834-80.8% |