Filed July 27, 2018 (most recent of 3 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,098 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,329 | $44,897-10.2% | $84,966-52.5% | $199,593-79.8% |
| Participation rate | 20.0% | 45.7%-25.7pp | 67.5%-47.5pp | 72.0%-52.0pp |
| Annual return | 20.55% | 20.96%-0.4pp | 66.38%-45.8pp | 34.25%-13.7pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,006 | $2,668-62.3% | $4,519-77.7% | $5,087-80.2% |
| Admin fee / account holder | $142 | $584-75.6% | $6,149-97.7% | $269-47.0% |