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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $129,597 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $41,577 |
ADP BROKER-DEALER3 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 | $45,900 | $107,459-57.3% | $135,903-66.2% | $80,160-42.7% |
| Participation rate | 68.8% | 78.0%-9.3pp | 81.9%-13.1pp | 72.9%-4.1pp |
| Annual return | 31.76% | 91.91%-60.2pp | 68.23%-36.5pp | 40.38%-8.6pp |
| Employer contribution / active EE | $3,215 | $3,877-17.1% | $4,856-33.8% | $2,978+8.0% |
| Participant deferral / active EE | $5,967 | $8,195-27.2% | $7,758-23.1% | $5,017+18.9% |
| Admin fee / account holder | $177 | $127+39.3% | $10,762-98.4% | $145+22.0% |