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 | $25,737 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,494 |
ADP BROKER-DEALER5 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,150 | $54,350+82.4% | $82,719+19.9% | $68,494+44.8% |
| Participation rate | 98.6% | 63.9%+34.6pp | 72.6%+26.0pp | 67.9%+30.7pp |
| Annual return | -14.77% | -13.67%-1.1pp | 701.18%-716.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,303 | $2,218+94.0% | $3,009+43.0% | $2,596+65.7% |
| Participant deferral / active EE | $10,208 | $3,246+214.5% | $4,395+132.3% | $4,027+153.5% |
| Admin fee / account holder | $318 | $4,395-92.8% | $5,329-94.0% | $5,403-94.1% |