Filed October 16, 2015
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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $355,432 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $75,000 |
MATTHEWS CARTER & BOYCE PC6 years Filed as: MATTHEWS, CARTER AND BOYCE Service code 10 12500 FAIR LAKES CIRCLE · FAIRFAX STATION, VA 22033 | Accounting | $19,000 |
Filed as: HUB INTERNATIONAL Service code 16 150 N RIVERSIDE PLAZA · CHICAGO, IL 60606 | Consulting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,669 | $99,061-86.2% | $81,783-83.3% | $99,061-86.2% |
| Participation rate | 68.7% | 71.6%-2.9pp | 72.4%-3.6pp | 71.6%-2.9pp |
| Annual return | 16.28% | 17.66%-1.4pp | 775.05%-758.8pp | 17.66%-1.4pp |
| Employer contribution / active EE | $619 | $3,261-81.0% | $2,913-78.8% | $3,261-81.0% |
| Participant deferral / active EE | $1,834 | $5,331-65.6% | $4,320-57.6% | $5,331-65.6% |
| Admin fee / account holder | $72 | $109-33.7% | $7,380-99.0% | $109-33.7% |