Filed August 30, 2017 (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.
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $129,718 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $91,794 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $61,489 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $20,050 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,040 | $88,890+84.5% | $102,423+60.2% | $77,643+111.3% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 16.27% | 24.98%-8.7pp | 29.32%-13.0pp | 31.24%-15.0pp |
| Employer contribution / active EE | $6,028 | $2,698+123.5% | $3,023+99.4% | $2,726+121.1% |
| Participant deferral / active EE | $7,088 | $5,145+37.8% | $5,053+40.3% | $4,647+52.5% |
| Admin fee / account holder | $546 | $235+132.1% | $9,451-94.2% | $430+26.9% |