Filed May 27, 1
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 10 · EIN 47-1411118 | Accounting | $6,668 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $5,371 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,194 | $47,126-50.8% | $149,673-84.5% | $74,419-68.8% |
| Participation rate | 52.8% | 63.4%-10.6pp | 78.8%-26.0pp | 70.7%-17.9pp |
| Annual return | 17.42% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $880 | $1,905-53.8% | $4,818-81.7% | $2,637-66.6% |
| Participant deferral / active EE | $1,578 | $2,728-42.1% | $5,680-72.2% | $4,528-65.1% |
| Admin fee / account holder | $68 | $343-80.1% | $13,210-99.5% | $348-80.4% |