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 | Shareholder servicing fees; Finders' ... | $23,080 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $22,000 |
ENGELSON & ASSOCIATES, LTD6+ years Service code 10 · EIN 39-1625814 | Accounting | $8,800 |
NATIONAL FINANCIAL SERVICES6+ 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 | $103,170 | $73,638+40.1% | $95,952+7.5% | $73,488+40.4% |
| Participation rate | 95.5% | 76.2%+19.4pp | 77.1%+18.4pp | 70.7%+24.8pp |
| Annual return | 18.52% | 16.78%+1.7pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1,184 | $1,863-36.5% | $2,541-53.4% | $2,270-47.9% |
| Participant deferral / active EE | $3,770 | $3,617+4.2% | $4,167-9.5% | $3,740+0.8% |
| Admin fee / account holder | $214 | $482-55.7% | $6,795-96.9% | $513-58.3% |