Filed March 8, 2013
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 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $292,080 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $47,148 |
BKD, LLP1 year Filed as: BKD, LLC Service code 10 · EIN 44-0160260 | Accounting | $17,500 |
Service code 33 · EIN 36-4445980 | Securities brokerage commissions and ... | $5,056 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,141 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,274 | $63,259-36.3% | $178,490-77.4% | $93,223-56.8% |
| Participation rate | 96.7% | 72.1%+24.6pp | 81.9%+14.8pp | 74.9%+21.8pp |
| Annual return | 15.22% | 19.93%-4.7pp | 151.07%-135.8pp | 19.29%-4.1pp |
| Employer contribution / active EE | $1,850 | $1,865-0.8% | $5,011-63.1% | $2,680-30.9% |
| Participant deferral / active EE | $3,858 | $3,372+14.4% | $5,202-25.8% | $4,563-15.5% |
| Admin fee / account holder | $29 | $58-50.3% | $13,984-99.8% | $79-63.6% |