Filed August 28, 2018 (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 Service code 28 · EIN 47-1411118 | Investment Management | $26,703 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,287 | $74,706+150.7% | $75,696+147.4% | $79,386+135.9% |
| Participation rate | 97.1% | 75.3%+21.7pp | 74.8%+22.2pp | 70.7%+26.4pp |
| Annual return | 13.31% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $6,791 | $2,590+162.2% | $2,743+147.6% | $2,427+179.7% |
| Participant deferral / active EE | $7,853 | $3,533+122.3% | $3,821+105.5% | $4,046+94.1% |
| Admin fee / account holder | $64 | $374-83.0% | $3,619-98.2% | $626-89.8% |