Filed August 3, 1998 (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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,413 |
Service code 49 · EIN 22-2484310 | Other Services | $11,390 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING, LLC Service code 33 · EIN 13-2741729 | Recordkeeping fees; Direct payment fr... | $5,477 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $493,626 | $75,183+556.6% | $123,892+298.4% | $55,167+794.8% |
| Participation rate | 99.1% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.1pp |
| Annual return | 6.68% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $20,782 | $2,823+636.0% | $4,617+350.1% | $1,963+958.9% |
| Participant deferral / active EE | $12,065 | $5,084+137.3% | $5,984+101.6% | $3,054+295.1% |
| Admin fee / account holder | $56 | $663-91.5% | $8,357-99.3% | $504-88.9% |