Filed December 14, 1992
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 |
|---|---|---|
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 55 · EIN 83-1143379 | Other Commissions | $55,553 |
GLWA1 year Service code 15 · EIN 84-0467907 | Recordkeeping | $7,880 |
Filed as: GWLA Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,370 | $93,131-56.7% | $106,548-62.1% | $86,799-53.5% |
| Participation rate | 95.8% | 81.4%+14.3pp | 76.1%+19.6pp | 72.3%+23.5pp |
| Annual return | 13.08% | 19.45%-6.4pp | 26.80%-13.7pp | 97.91%-84.8pp |
| Employer contribution / active EE | $1,393 | $2,895-51.9% | $2,819-50.6% | $2,405-42.1% |
| Participant deferral / active EE | $3,453 | $4,708-26.7% | $4,398-21.5% | $4,131-16.4% |
| Admin fee / account holder | $53 | $145-63.2% | $7,407-99.3% | $170-68.5% |