Filed August 9, 2013 (most recent of 3 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, LLC Service code 27 · EIN 47-1411118 ATTN GRP COMPENSATION DEPT 4340 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $15,000 |
RPW SOLUTIONS LLC3 years Service code 28 · EIN 88-1100312 150 N. RIVERSIDE PLAZA · CHICAGO, IL 606061598 | Investment Management | $13,850 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 610 W GERMANTOWN PIKE STE 400 · PLYMOUTH MEETING, PA 194621058 | Accounting | $12,416 |
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 | $180,207 | $61,058+195.1% | $71,209+153.1% | $85,563+110.6% |
| Participation rate | 88.8% | 58.6%+30.2pp | 73.8%+15.0pp | 66.0%+22.8pp |
| Annual return | 16.14% | 100.41%-84.3pp | 282.51%-266.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $13,370 | $2,199+508.1% | $2,721+391.4% | $2,654+403.9% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,175-100.0% | $4,375-100.0% |
| Admin fee / account holder | $124 | $855-85.5% | $5,349-97.7% | $834-85.1% |