Filed January 23, 2006 (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 Service code 15 · EIN 47-1411118 | Recordkeeping | $47,384 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,502 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,611 | $78,485+182.4% | $106,213+108.6% | $74,495+197.5% |
| Participation rate | 94.1% | 72.8%+21.3pp | 75.3%+18.8pp | 67.2%+26.9pp |
| Annual return | 14.06% | 15.95%-1.9pp | 116.14%-102.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,557 | $2,523+41.0% | $3,171+12.2% | $2,623+35.6% |
| Participant deferral / active EE | $8,770 | $4,322+102.9% | $5,016+74.8% | $4,346+101.8% |
| Admin fee / account holder | $341 | $2,232-84.7% | $11,033-96.9% | $1,942-82.4% |