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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $15,000 |
ROPES & GRAY LLP3+ years Filed as: ROPES & GRAY, LLP Service code 28 · EIN 04-2233412 | Investment Management | $7,563 |
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 | $138,829 | $74,552+86.2% | $62,995+120.4% | $69,631+99.4% |
| Participation rate | 96.7% | 78.3%+18.4pp | 74.8%+21.9pp | 70.7%+26.0pp |
| Annual return | 14.60% | 15.77%-1.2pp | 87.57%-73.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $4,737 | $2,929+61.7% | $2,759+71.7% | $2,032+133.1% |
| Participant deferral / active EE | $4,918 | $2,974+65.3% | $3,329+47.7% | $3,224+52.6% |
| Admin fee / account holder | $15 | $59-74.6% | $3,600-99.6% | $110-86.3% |