Filed March 8, 1994
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,170 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,768 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,527 | $91,372+6.7% | $129,995-25.0% | $74,419+31.1% |
| Participation rate | 90.9% | 77.8%+13.2pp | 78.5%+12.5pp | 70.7%+20.2pp |
| Annual return | 15.65% | 23.21%-7.6pp | -137.18%+152.8pp | 34.38%-18.7pp |
| Employer contribution / active EE | $6,603 | $2,563+157.6% | $4,320+52.9% | $2,637+150.4% |
| Participant deferral / active EE | $4,917 | $4,721+4.2% | $5,820-15.5% | $4,528+8.6% |
| Admin fee / account holder | $193 | $283-31.8% | $10,614-98.2% | $348-44.4% |