Filed November 2, 2007 (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 9-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 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $13,500 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$44,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,069 | $61,052+72.1% | $142,863-26.5% | $79,386+32.4% |
| Participation rate | 95.3% | 60.1%+35.2pp | 71.9%+23.4pp | 70.7%+24.6pp |
| Annual return | 13.54% | 16.02%-2.5pp | 5637.54%-5624.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $5,345 | $1,481+261.0% | $4,144+29.0% | $2,427+120.2% |
| Participant deferral / active EE | $7,954 | $2,879+176.3% | $3,837+107.3% | $4,046+96.6% |
| Admin fee / account holder | $101 | $659-84.7% | $6,560-98.5% | $626-83.9% |