Filed January 10, 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 |
|---|---|---|
PENSION INC.10+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $40,078 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $34,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,029 | $54,193+84.6% | $93,606+6.9% | $77,643+28.8% |
| Participation rate | 89.4% | 63.9%+25.4pp | 68.7%+20.6pp | 70.6%+18.8pp |
| Annual return | 15.70% | 30.54%-14.8pp | 133.20%-117.5pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,805 | $1,168+54.5% | $2,420-25.4% | $2,726-33.8% |
| Participant deferral / active EE | $6,074 | $3,144+93.2% | $4,411+37.7% | $4,647+30.7% |
| Admin fee / account holder | $283 | $576-50.8% | $8,285-96.6% | $430-34.2% |