Filed January 23, 2009
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 | $47,459 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,834 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,752 | $46,292-50.9% | $143,757-84.2% | $64,808-64.9% |
| Participation rate | 91.1% | 64.2%+26.9pp | 80.3%+10.8pp | 71.5%+19.6pp |
| Annual return | -13.45% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,146 | $1,910-40.0% | $4,951-76.9% | $2,506-54.3% |
| Participant deferral / active EE | $2,215 | $2,646-16.3% | $5,637-60.7% | $4,310-48.6% |
| Admin fee / account holder | $128 | $154-16.9% | $14,673-99.1% | $188-32.0% |