Filed October 18, 2004
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $38,102 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $18,333 |
ENGELSON & ASSOCIATES, LTD4+ years Service code 10 · EIN 39-1625814 | Accounting | $8,300 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $86,481 | $59,186+46.1% | $76,768+12.7% | $56,287+53.6% |
| Participation rate | 91.1% | 75.2%+15.9pp | 77.0%+14.1pp | 69.9%+21.2pp |
| Annual return | -3.60% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $534 | $1,759-69.6% | $2,485-78.5% | $2,111-74.7% |
| Participant deferral / active EE | $3,155 | $3,255-3.1% | $3,852-18.1% | $3,350-5.8% |
| Admin fee / account holder | $289 | $489-41.0% | $6,675-95.7% | $521-44.6% |