Filed October 1, 2014
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $16,611 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY, STE B-30 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,749 | $49,915-32.4% | $154,803-78.2% | $74,304-54.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 12.18% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $818 | $1,611-49.2% | $4,305-81.0% | $2,241-63.5% |
| Participant deferral / active EE | $3,242 | $2,255+43.8% | $5,540-41.5% | $3,767-13.9% |
| Admin fee / account holder | $151 | $2,189-93.1% | $14,329-98.9% | $2,969-94.9% |