Filed September 26, 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 REIREMNT PARTNERSLLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,898 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,801 | $60,323+58.8% | $81,812+17.1% | $74,495+28.6% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.3%+19.8pp | 67.2%+25.0pp |
| Annual return | 14.48% | 16.90%-2.4pp | 773.79%-759.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,028 | $2,620+130.1% | $2,912+107.0% | $2,623+129.8% |
| Participant deferral / active EE | $10,822 | $3,387+219.5% | $4,319+150.6% | $4,346+149.0% |
| Admin fee / account holder | $303 | $1,486-79.6% | $7,386-95.9% | $1,942-84.4% |