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 LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,833 |
Service code 49 · EIN 22-2484310 | Other Services | $12,520 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,117 |
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 | $572,395 | $73,102+683.0% | $123,544+363.3% | $56,287+916.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.94% | 3.01%-8.0pp | 119.20%-124.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $22,076 | $2,977+641.5% | $4,628+377.0% | $2,111+945.7% |
| Participant deferral / active EE | $12,885 | $5,423+137.6% | $6,426+100.5% | $3,350+284.6% |
| Admin fee / account holder | $27 | $554-95.1% | $9,284-99.7% | $521-94.8% |