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.11+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $43,674 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $36,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,165 | $56,767+99.4% | $101,794+11.2% | $85,563+32.3% |
| Participation rate | 92.1% | 57.6%+34.5pp | 69.2%+22.9pp | 66.0%+26.2pp |
| Annual return | 17.37% | 17.76%-0.4pp | 30.53%-13.2pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,958 | $1,112+76.0% | $2,289-14.5% | $2,654-26.2% |
| Participant deferral / active EE | $6,859 | $2,720+152.2% | $4,084+67.9% | $4,375+56.8% |
| Admin fee / account holder | $296 | $1,098-73.0% | $8,777-96.6% | $834-64.5% |