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; Recordkee... | $489,083 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $44,142 |
JELLYVISION LAB, INC.1 year Filed as: JELLYVISIONS LAB, INC. Service code 16 · EIN 36-4442819 | Consulting | $23,826 |
BKD, LLP2 years Filed as: BKD, LLC Service code 10 · EIN 44-0160260 | Accounting | $18,100 |
BALASA DINVERNO & FOLTZ LLC2 years Service code 33 · EIN 36-4445980 | Securities brokerage commissions and ... | $6,699 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,038 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $53,118 | $69,238-23.3% | $185,823-71.4% | $101,517-47.7% |
| Participation rate | 95.9% | 73.5%+22.4pp | 81.7%+14.2pp | 74.6%+21.3pp |
| Annual return | 13.25% | 21.26%-8.0pp | 122.05%-108.8pp | 21.00%-7.7pp |
| Employer contribution / active EE | $2,027 | $2,104-3.7% | $5,167-60.8% | $2,973-31.8% |
| Participant deferral / active EE | $4,423 | $3,764+17.5% | $5,568-20.6% | $4,873-9.2% |
| Admin fee / account holder | $53 | $66-20.5% | $16,237-99.7% | $139-62.2% |