Filed May 5, 2010
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,049 |
PEAK RETIREMENT GROUP1 year Filed as: PEAK RETIRMENT GROUP DBA TG BENEFIT Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $12,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,294 | $69,823+47.9% | $77,163+33.9% | $74,419+38.8% |
| Participation rate | 94.1% | 70.0%+24.1pp | 69.6%+24.6pp | 70.7%+23.4pp |
| Annual return | 14.94% | 19.98%-5.0pp | 37.87%-22.9pp | 34.38%-19.4pp |
| Employer contribution / active EE | $6,165 | $2,150+186.7% | $2,535+143.2% | $2,637+133.7% |
| Participant deferral / active EE | $6,200 | $3,558+74.3% | $3,833+61.7% | $4,528+36.9% |
| Admin fee / account holder | $232 | $398-41.5% | $5,472-95.8% | $348-33.2% |