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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $125,804 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $40,027 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $54,947 | $122,186-55.0% | $146,958-62.6% | $199,593-72.5% |
| Participation rate | 73.0% | 78.3%-5.3pp | 82.2%-9.2pp | 72.0%+1.0pp |
| Annual return | 21.18% | 30.56%-9.4pp | 418.34%-397.2pp | 34.25%-13.1pp |
| Employer contribution / active EE | $3,749 | $4,093-8.4% | $4,933-24.0% | $3,034+23.5% |
| Participant deferral / active EE | $7,019 | $8,502-17.4% | $8,070-13.0% | $5,087+38.0% |
| Admin fee / account holder | $151 | $179-15.6% | $12,998-98.8% | $269-43.9% |