Filed March 13, 2019 (most recent of 8 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 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 Service code 99 ATTM GRP COMPENSATION DEPT · SAN RAFAEL, CA 949032121 | Other Fees | $26,000 |
CARON & BLETZER, PLLC11+ years Service code 10 · EIN 04-3499945 | Accounting | $17,700 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 99 · EIN 04-2530412 | Other Fees | $11,182 |
Service code 99 · EIN 47-1411118 | Other Fees | $6,018 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INST OPERATIONS CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | -$11,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,349 | $96,018+126.4% | $65,493+231.9% | $85,563+154.0% |
| Participation rate | 73.1% | 74.8%-1.7pp | 73.1%0pp | 66.0%+7.2pp |
| Annual return | 13.57% | 14.51%-0.9pp | 982.45%-968.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $5,556 | $3,235+71.8% | $2,574+115.9% | $2,654+109.4% |
| Participant deferral / active EE | $4,927 | $4,055+21.5% | $3,961+24.4% | $4,375+12.6% |
| Admin fee / account holder | $45 | $271-83.4% | $5,028-99.1% | $834-94.6% |