Filed March 15, 2002
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 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY B-60 · SAN RAFAEL, CA 94903 | Consulting | $8,325 |
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 | $54,616 | $45,073+21.2% | $69,455-21.4% | $72,985-25.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.30% | 22.65%-6.3pp | 28.97%-12.7pp | 81.00%-64.7pp |
| Employer contribution / active EE | $937 | $2,054-54.4% | $2,779-66.3% | $2,440-61.6% |
| Participant deferral / active EE | $4,593 | $2,602+76.6% | $3,535+29.9% | $3,607+27.3% |
| Admin fee / account holder | $119 | $3,056-96.1% | $3,839-96.9% | $5,124-97.7% |