Filed January 18, 2014
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 99 · EIN 47-1411118 | Other Fees | $12,000 |
Filed as: ANGELL PENSION GROUP Service code 49 · EIN 04-2530412 | Other Services | $10,152 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,788 | $94,833-88.6% | $75,696-85.7% | $86,799-87.6% |
| Participation rate | 70.0% | 79.1%-9.1pp | 74.8%-4.8pp | 72.3%-2.3pp |
| Annual return | 15.25% | 16.91%-1.7pp | 104.53%-89.3pp | 97.91%-82.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $57 | $109-47.6% | $3,619-98.4% | $170-66.5% |