Filed September 1, 2015 (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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $84,277 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,488 | $91,621+77.3% | $67,511+140.7% | $77,671+109.2% |
| Participation rate | 96.1% | 76.0%+20.1pp | 72.9%+23.2pp | 70.6%+25.5pp |
| Annual return | 11.64% | 14.87%-3.2pp | 3517.41%-3505.8pp | 31.21%-19.6pp |
| Employer contribution / active EE | $5,002 | $3,184+57.1% | $2,733+83.0% | $2,726+83.4% |
| Participant deferral / active EE | $5,659 | $3,906+44.9% | $4,000+41.5% | $4,648+21.7% |
| Admin fee / account holder | $60 | $176-66.1% | $3,999-98.5% | $430-86.1% |