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) | $39,503 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,970 |
PEAK RETIREMENT GROUP2 years Filed as: PEAK RETIRMENT GROUP DBA TG BENEFIT Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $15,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,614 | $66,457+69.5% | $81,382+38.4% | $77,643+45.0% |
| Participation rate | 98.1% | 68.7%+29.3pp | 69.5%+28.6pp | 70.6%+27.5pp |
| Annual return | 12.04% | 15.93%-3.9pp | 24.73%-12.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $6,460 | $2,159+199.2% | $2,463+162.3% | $2,726+137.0% |
| Participant deferral / active EE | $6,771 | $3,679+84.0% | $3,883+74.4% | $4,647+45.7% |
| Admin fee / account holder | $320 | $583-45.0% | $5,768-94.4% | $430-25.6% |