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 | $6,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,766 | $42,894+18.4% | $60,874-16.6% | $68,494-25.9% |
| Participation rate | 90.2% | 66.8%+23.5pp | 73.1%+17.1pp | 67.9%+22.4pp |
| Annual return | -12.73% | -13.98%+1.3pp | 16.90%-29.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $794 | $1,978-59.9% | $2,701-70.6% | $2,596-69.4% |
| Participant deferral / active EE | $3,959 | $2,867+38.1% | $3,817+3.7% | $4,027-1.7% |
| Admin fee / account holder | $102 | $3,101-96.7% | $3,224-96.8% | $5,403-98.1% |