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 LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,894 |
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 | $588,097 | $80,753+628.3% | $136,294+331.5% | $62,292+844.1% |
| Participation rate | 99.0% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 15.78% | 35.83%-20.0pp | 5155.94%-5140.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $21,708 | $2,884+652.8% | $4,695+362.3% | $2,042+963.0% |
| Participant deferral / active EE | $12,683 | $5,164+145.6% | $6,247+103.0% | $3,169+300.2% |
| Admin fee / account holder | $32 | $525-93.9% | $9,243-99.7% | $479-93.3% |