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 | $49,269 |
AMERICAN UNITED LIFE INSURANCE CO11+ years Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,380 |
Service code 13 · EIN 71-0294708 | Contract Administrator | $2,368 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | 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 | $423,083 | $56,317+651.2% | $71,209+494.1% | $74,304+469.4% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 13.26% | 42.83%-29.6pp | 282.51%-269.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $9,510 | $2,160+340.3% | $2,721+249.5% | $2,241+324.3% |
| Participant deferral / active EE | $10,539 | $2,788+278.0% | $4,175+152.4% | $3,767+179.8% |
| Admin fee / account holder | $352 | $2,290-84.6% | $5,349-93.4% | $2,969-88.1% |