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 | $35,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $17,250 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,863 |
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 | $180,164 | $65,557+174.8% | $64,056+181.3% | $71,457+152.1% |
| Participation rate | 99.4% | 73.2%+26.3pp | 72.3%+27.1pp | 67.9%+31.5pp |
| Annual return | 17.05% | 18.94%-1.9pp | 33.69%-16.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $7,118 | $2,669+166.7% | $2,747+159.2% | $2,588+175.1% |
| Participant deferral / active EE | $8,764 | $3,626+141.7% | $3,880+125.9% | $4,289+104.3% |
| Admin fee / account holder | $150 | $616-75.7% | $3,068-95.1% | $1,587-90.6% |