Filed November 3, 2013 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $49,179 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $47,152 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY, NA Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $376,665 | $58,264+546.5% | $86,612+334.9% | $71,457+427.1% |
| Participation rate | 98.3% | 65.0%+33.3pp | 71.7%+26.6pp | 67.9%+30.4pp |
| Annual return | 17.29% | 21.63%-4.3pp | 591.07%-573.8pp | 28.85%-11.6pp |
| Employer contribution / active EE | $11,454 | $2,574+345.0% | $3,022+278.9% | $2,588+342.6% |
| Participant deferral / active EE | $9,824 | $3,436+185.9% | $4,438+121.4% | $4,289+129.1% |
| Admin fee / account holder | $413 | $1,057-60.9% | $5,614-92.6% | $1,587-74.0% |