Filed February 25, 2003
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $99,973 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: THE GLOBAL RETIREMENT PARTNERS ORG Service code 16 · EIN 47-1411118 | Consulting | $22,500 |
KREISCHER MILLER1+ years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $15,400 |
FINANCIAL TELESIS1+ years Filed as: FINANCIAL TELESIS, INC. Service code 16 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $7,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $294 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,481 | $88,324+37.5% | $115,037+5.6% | $55,191+120.1% |
| Participation rate | 76.2% | 72.5%+3.6pp | 81.4%-5.2pp | 69.2%+7.0pp |
| Annual return | 0.13% | 6.30%-6.2pp | 26.14%-26.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,654 | $2,805-5.4% | $4,608-42.4% | $1,899+39.8% |
| Participant deferral / active EE | $4,584 | $5,042-9.1% | $6,026-23.9% | $3,046+50.5% |
| Admin fee / account holder | $216 | $105+104.8% | $8,175-97.4% | $91+137.7% |