Filed March 20, 1995
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 · EIN 47-1411118 | Advisory (Plan) | $0 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 440 MAMARONECK AVE · HARRISON, NY 105282418 | Recordkeeping | $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 | $35,962 | $59,186-39.2% | $76,768-53.2% | $56,287-36.1% |
| Participation rate | 90.1% | 75.2%+14.9pp | 77.0%+13.2pp | 69.9%+20.3pp |
| Annual return | -1.66% | 6.62%-8.3pp | 2.43%-4.1pp | -9.96%+8.3pp |
| Employer contribution / active EE | $561 | $1,759-68.1% | $2,485-77.4% | $2,111-73.4% |
| Participant deferral / active EE | $2,595 | $3,255-20.3% | $3,852-32.6% | $3,350-22.5% |
| Admin fee / account holder | $192 | $489-60.7% | $6,675-97.1% | $521-63.1% |