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, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $13,750 |
Service code 16 · EIN 04-2530412 | Consulting | $8,729 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$5,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,218 | $52,406+66.4% | $129,207-32.5% | $74,495+17.1% |
| Participation rate | 86.6% | 53.8%+32.8pp | 69.6%+17.0pp | 67.2%+19.4pp |
| Annual return | 13.10% | 15.66%-2.6pp | 9417.33%-9404.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $4,437 | $1,531+189.9% | $4,153+6.8% | $2,623+69.1% |
| Participant deferral / active EE | $7,219 | $2,794+158.3% | $4,168+73.2% | $4,346+66.1% |
| Admin fee / account holder | $125 | $2,633-95.3% | $7,715-98.4% | $1,942-93.6% |