Filed January 24, 2014
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $386,558 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,853 |
Filed as: THORNHILL FINANCIAL,LLC Service code 10 · EIN 34-1818419 | Accounting | $9,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,657 | $73,034-66.2% | $77,163-68.0% | $80,160-69.2% |
| Participation rate | 90.4% | 78.1%+12.3pp | 69.6%+20.9pp | 72.9%+17.5pp |
| Annual return | 18.13% | 18.56%-0.4pp | 37.87%-19.7pp | 40.38%-22.3pp |
| Employer contribution / active EE | $939 | $2,779-66.2% | $2,535-63.0% | $2,978-68.5% |
| Participant deferral / active EE | $3,361 | $4,140-18.8% | $3,833-12.3% | $5,017-33.0% |
| Admin fee / account holder | $93 | $104-10.3% | $5,472-98.3% | $145-35.8% |