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 | $8,474 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,737 | $53,822+16.6% | $75,696-17.1% | $85,850-26.9% |
| Participation rate | 94.9% | 69.1%+25.8pp | 74.8%+20.0pp | 69.3%+25.6pp |
| Annual return | 11.47% | 24.54%-13.1pp | 104.53%-93.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $855 | $2,017-57.6% | $2,743-68.8% | $2,565-66.7% |
| Participant deferral / active EE | $4,364 | $2,895+50.7% | $3,821+14.2% | $3,952+10.4% |
| Admin fee / account holder | $131 | $3,343-96.1% | $3,619-96.4% | $6,260-97.9% |