Filed April 18, 2001 (most recent of 2 filings on file)
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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERSS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $199,725 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAND DIEGO, CA 92121 | Advisory (Plan) | $73,422 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,385 |
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 | $137,639 | $75,760+81.7% | $123,104+11.8% | $59,188+132.5% |
| Participation rate | 82.6% | 86.0%-3.5pp | 86.8%-4.2pp | 69.4%+13.2pp |
| Annual return | 0.96% | 2.93%-2.0pp | 13.22%-12.3pp | 5.51%-4.5pp |
| Employer contribution / active EE | $6,151 | $3,415+80.1% | $5,151+19.4% | $2,098+193.2% |
| Participant deferral / active EE | $11,314 | $5,000+126.3% | $6,230+81.6% | $3,265+246.5% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |