Filed February 1, 2005
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, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,290 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,402 |
Filed as: ANGELL PENSION GROUP, LLC Service code 13 | Contract Administrator | $9,226 |
Filed as: ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,566 | $65,435+30.8% | $86,677-1.3% | $66,914+27.9% |
| Participation rate | 70.7% | 75.5%-4.8pp | 76.6%-5.9pp | 69.8%+0.9pp |
| Annual return | -15.77% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,650 | $2,153+23.1% | $2,836-6.6% | $2,544+4.2% |
| Participant deferral / active EE | $5,824 | $4,100+42.0% | $4,656+25.1% | $4,237+37.5% |
| Admin fee / account holder | $681 | $642+6.2% | $7,493-90.9% | $593+14.9% |