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, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $13,750 |
Service code 16 · EIN 04-2530412 | Consulting | $8,125 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$8,949 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,098 | $48,335+61.6% | $121,098-35.5% | $71,457+9.3% |
| Participation rate | 96.5% | 54.3%+42.2pp | 69.5%+27.0pp | 67.9%+28.5pp |
| Annual return | 15.81% | 23.32%-7.5pp | 985.75%-969.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $4,726 | $1,489+217.5% | $4,164+13.5% | $2,588+82.7% |
| Participant deferral / active EE | $7,227 | $2,754+162.4% | $4,080+77.1% | $4,289+68.5% |
| Admin fee / account holder | $114 | $1,841-93.8% | $5,644-98.0% | $1,587-92.8% |