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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $45,131 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,881 |
ADP BROKER-DEALER2 years 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 | $111,725 | $89,436+24.9% | $164,813-32.2% | $77,643+43.9% |
| Participation rate | 86.3% | 78.6%+7.7pp | 78.6%+7.7pp | 70.6%+15.8pp |
| Annual return | 14.58% | 28.83%-14.2pp | 69.93%-55.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $5,687 | $2,569+121.4% | $4,341+31.0% | $2,726+108.7% |
| Participant deferral / active EE | $4,533 | $4,897-7.4% | $6,031-24.8% | $4,647-2.4% |
| Admin fee / account holder | $214 | $339-37.0% | $12,690-98.3% | $430-50.3% |