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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $111,137 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,886 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $23,640 | $47,126-49.8% | $149,673-84.2% | $74,419-68.2% |
| Participation rate | 92.1% | 63.4%+28.7pp | 78.8%+13.3pp | 70.7%+21.4pp |
| Annual return | 13.64% | 22.75%-9.1pp | 134.42%-120.8pp | 34.38%-20.7pp |
| Employer contribution / active EE | $1,378 | $1,905-27.7% | $4,818-71.4% | $2,637-47.8% |
| Participant deferral / active EE | $2,424 | $2,728-11.1% | $5,680-57.3% | $4,528-46.5% |
| Admin fee / account holder | $175 | $343-48.9% | $13,210-98.7% | $348-49.6% |