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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $50,438 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,845 | $88,890-27.0% | $102,423-36.7% | $77,643-16.5% |
| Participation rate | 60.6% | 80.9%-20.3pp | 76.5%-15.9pp | 70.6%-9.9pp |
| Annual return | 15.60% | 24.98%-9.4pp | 29.32%-13.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $2,364 | $2,698-12.4% | $3,023-21.8% | $2,726-13.3% |
| Participant deferral / active EE | $4,407 | $5,145-14.4% | $5,053-12.8% | $4,647-5.2% |
| Admin fee / account holder | $124 | $235-47.5% | $9,451-98.7% | $430-71.3% |