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; Investment management;... | $38,006 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $22,000 |
ENGELSON & ASSOCIATES, LTD5+ years Service code 10 · EIN 39-1625814 | Accounting | $8,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,546 | $65,376+44.6% | $87,100+8.5% | $65,185+45.0% |
| Participation rate | 94.0% | 75.3%+18.6pp | 76.9%+17.1pp | 70.2%+23.8pp |
| Annual return | 21.20% | 31.27%-10.1pp | 28.19%-7.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $561 | $1,822-69.2% | $2,521-77.8% | $2,177-74.2% |
| Participant deferral / active EE | $3,302 | $3,388-2.5% | $4,049-18.4% | $3,514-6.0% |
| Admin fee / account holder | $277 | $520-46.6% | $7,497-96.3% | $847-67.3% |