Filed August 10, 2006
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 Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $56,882 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,206 |
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 | $0 | $225,135-100.0% | $123,892-100.0% | - |
| Participation rate | 0.0% | 69.5%-69.5pp | 81.4%-81.4pp | - |
| Annual return | 11.46% | 8.01%+3.5pp | 47.52%-36.1pp | - |
| Employer contribution / active EE | $0 | $2,580-100.0% | $4,617-100.0% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $0 | $19,833-100.0% | $8,357-100.0% | - |