Filed October 24, 2006
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $31,911 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,195 | $69,763+82.3% | $67,502+88.4% | $74,495+70.7% |
| Participation rate | 95.7% | 71.4%+24.3pp | 72.9%+22.8pp | 67.2%+28.5pp |
| Annual return | 10.55% | -40.34%+50.9pp | 3512.12%-3501.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $3,544 | $2,704+31.1% | $2,731+29.8% | $2,623+35.1% |
| Participant deferral / active EE | $6,212 | $3,636+70.8% | $4,000+55.3% | $4,346+42.9% |
| Admin fee / account holder | $176 | $896-80.4% | $3,998-95.6% | $1,942-90.9% |