Filed June 14, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,026 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $52,171 |
PRICEWATERHOUSECOOPERS LLP8 years Service code 10 · EIN 13-4008324 | Accounting | $42,850 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $39,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,944 | $99,062-60.7% | $129,207-69.9% | $99,062-60.7% |
| Participation rate | 81.1% | 71.6%+9.5pp | 69.6%+11.5pp | 71.6%+9.5pp |
| Annual return | 17.32% | 17.66%-0.3pp | 9417.33%-9400.0pp | 17.66%-0.3pp |
| Employer contribution / active EE | $1,188 | $3,262-63.6% | $4,153-71.4% | $3,262-63.6% |
| Participant deferral / active EE | $3,347 | $5,331-37.2% | $4,168-19.7% | $5,331-37.2% |
| Admin fee / account holder | $23 | $109-78.9% | $7,715-99.7% | $109-78.9% |