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 | $24,459 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,718 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,644 | $57,281+114.1% | $86,612+41.6% | $75,163+63.2% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 18.25% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,169 | $2,314+80.1% | $3,022+37.9% | $2,670+56.2% |
| Participant deferral / active EE | $9,344 | $3,318+181.7% | $4,438+110.6% | $4,125+126.5% |
| Admin fee / account holder | $220 | $4,112-94.6% | $5,614-96.1% | $5,651-96.1% |