Filed March 25, 2005
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $25,632 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,330 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,939 | $60,124+99.5% | $90,404+32.7% | $79,858+50.2% |
| Participation rate | 95.3% | 65.0%+30.3pp | 72.7%+22.6pp | 69.6%+25.7pp |
| Annual return | 12.00% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,240 | $2,068+56.7% | $3,262-0.7% | $2,471+31.1% |
| Participant deferral / active EE | $7,642 | $2,938+160.1% | $3,963+92.8% | $3,740+104.3% |
| Admin fee / account holder | $343 | $3,976-91.4% | $5,611-93.9% | $5,306-93.5% |