Filed January 31, 1995
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 9-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,096 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $49,121 |
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 | $50,936 | $99,078-48.6% | $96,544-47.2% | $74,419-31.6% |
| Participation rate | 78.7% | 80.7%-1.9pp | 76.0%+2.8pp | 70.7%+8.0pp |
| Annual return | 38.29% | 22.48%+15.8pp | 25.84%+12.4pp | 34.38%+3.9pp |
| Employer contribution / active EE | $2,729 | $2,570+6.2% | $2,965-8.0% | $2,637+3.5% |
| Participant deferral / active EE | $5,066 | $4,933+2.7% | $4,851+4.4% | $4,528+11.9% |
| Admin fee / account holder | $158 | $225-29.6% | $8,252-98.1% | $348-54.5% |