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) | $23,500 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $6,750 |
Service code 27 · EIN 04-2530412 | Advisory (Plan) | $6,427 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$23,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,474 | $45,602+67.7% | $117,472-34.9% | $66,914+14.3% |
| Participation rate | 99.3% | 57.6%+41.7pp | 70.6%+28.7pp | 69.8%+29.5pp |
| Annual return | -16.15% | -16.74%+0.6pp | 29.74%-45.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,946 | $1,579+213.3% | $4,176+18.4% | $2,544+94.4% |
| Participant deferral / active EE | $7,694 | $2,845+170.4% | $4,070+89.0% | $4,237+81.6% |
| Admin fee / account holder | $98 | $661-85.2% | $5,645-98.3% | $593-83.5% |