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) | $42,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,265 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,222 |
PEAK RETIREMENT GROUP3 years Filed as: PEAK RETIRMENT GROUP DBA TG BENEFIT Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $17,560 |
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 | $135,351 | $117,025+15.7% | $91,541+47.9% | $85,563+58.2% |
| Participation rate | 98.8% | 64.2%+34.6pp | 69.8%+29.0pp | 66.0%+32.9pp |
| Annual return | 16.65% | 18.02%-1.4pp | 20.50%-3.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $7,008 | $2,120+230.5% | $2,505+179.8% | $2,654+164.1% |
| Participant deferral / active EE | $7,229 | $3,446+109.8% | $4,008+80.4% | $4,375+65.2% |
| Admin fee / account holder | $332 | $1,242-73.3% | $6,956-95.2% | $834-60.2% |