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 | $7,415 |
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 | $58,471 | $49,227+18.8% | $70,449-17.0% | $79,858-26.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.83% | 30.06%-17.2pp | 109.03%-96.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $933 | $2,099-55.6% | $2,737-65.9% | $2,471-62.3% |
| Participant deferral / active EE | $4,872 | $2,768+76.0% | $3,709+31.4% | $3,740+30.3% |
| Admin fee / account holder | $104 | $2,878-96.4% | $3,845-97.3% | $5,306-98.0% |