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 | $428,098 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 26 · EIN 47-1411118 | Advisory (Participants) | $73,139 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $10,500 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,916 | $76,173-62.0% | $81,382-64.5% | $199,593-85.5% |
| Participation rate | 89.5% | 76.3%+13.2pp | 69.5%+20.0pp | 72.0%+17.5pp |
| Annual return | 14.57% | 15.59%-1.0pp | 24.73%-10.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,033 | $2,792-63.0% | $2,463-58.1% | $3,034-66.0% |
| Participant deferral / active EE | $3,586 | $4,201-14.7% | $3,883-7.7% | $5,087-29.5% |
| Admin fee / account holder | $92 | $146-37.2% | $5,768-98.4% | $269-65.9% |