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 | $50,106 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $33,049 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
MATRIX TRUST COMPANY3 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.)
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 | $389,740 | $60,323+546.1% | $81,812+376.4% | $74,495+423.2% |
| Participation rate | 98.9% | 62.9%+36.0pp | 72.3%+26.5pp | 67.2%+31.7pp |
| Annual return | 14.69% | 16.90%-2.2pp | 773.79%-759.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $11,665 | $2,620+345.2% | $2,912+300.5% | $2,623+344.7% |
| Participant deferral / active EE | $10,213 | $3,387+201.5% | $4,319+136.5% | $4,346+135.0% |
| Admin fee / account holder | $352 | $1,486-76.3% | $7,386-95.2% | $1,942-81.9% |