Filed March 24, 2021 (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 |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP2 years Service code 10 DBA WALKER BENEFITS LLC · PITTSBURGH, PA 152643656 | Accounting | $6,550 |
Filed as: GLOBAL RETIRMENT PARTNERS LLC Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,966 |
CRPS, INC3 years Service code 13 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Contract Administrator | $4,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EASHT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,535 | $52,293-45.4% | $178,490-84.0% | $73,409-61.1% |
| Participation rate | 81.8% | 65.3%+16.5pp | 81.9%-0.1pp | 72.2%+9.6pp |
| Annual return | 14.51% | 34.75%-20.2pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,669 | $2,332+14.4% | $5,202-48.7% | $3,805-29.9% |
| Admin fee / account holder | $55 | $127-57.1% | $13,984-99.6% | $158-65.4% |