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 | $25,000 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,826 | $60,989+153.9% | $60,874+154.3% | $66,914+131.4% |
| Participation rate | 97.0% | 74.5%+22.5pp | 73.1%+23.9pp | 69.8%+27.2pp |
| Annual return | -13.56% | -9.60%-4.0pp | 16.90%-30.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $7,163 | $2,661+169.2% | $2,701+165.1% | $2,544+181.5% |
| Participant deferral / active EE | $8,428 | $3,615+133.2% | $3,817+120.8% | $4,237+98.9% |
| Admin fee / account holder | $62 | $338-81.7% | $3,224-98.1% | $593-89.5% |