Filed April 14, 2021
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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $105,143 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $37,787 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,047 | $82,202-56.1% | $125,339-71.2% | $64,808-44.4% |
| Participation rate | 68.4% | 77.9%-9.5pp | 82.4%-14.0pp | 71.5%-3.1pp |
| Annual return | -12.21% | 3.48%-15.7pp | 572.05%-584.3pp | 32.82%-45.0pp |
| Employer contribution / active EE | $3,223 | $3,615-10.9% | $4,814-33.1% | $2,506+28.6% |
| Participant deferral / active EE | $5,818 | $7,175-18.9% | $7,446-21.9% | $4,310+35.0% |
| Admin fee / account holder | $180 | $163+10.1% | $10,010-98.2% | $188-4.3% |