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 | $23,207 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $12,613 |
MATRIX TRUST COMPANY2 years 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 | $29,782 | $50,815-41.4% | $155,509-80.8% | $77,643-61.6% |
| Participation rate | 45.0% | 63.1%-18.1pp | 78.2%-33.2pp | 70.6%-25.6pp |
| Annual return | 12.26% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $855 | $1,993-57.1% | $4,672-81.7% | $2,726-68.6% |
| Participant deferral / active EE | $1,596 | $2,822-43.5% | $5,626-71.6% | $4,647-65.7% |
| Admin fee / account holder | $205 | $437-53.1% | $15,912-98.7% | $430-52.4% |