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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD · DALY CITY, CA 94015 | Advisory (Plan) | $217,713 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,680 |
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 | $145,721 | $80,354+81.3% | $133,980+8.8% | $63,975+127.8% |
| Participation rate | 93.2% | 87.5%+5.6pp | 87.1%+6.1pp | 71.1%+22.0pp |
| Annual return | 8.37% | 13.11%-4.7pp | 29.30%-20.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $6,809 | $3,503+94.4% | $5,211+30.7% | $2,182+212.1% |
| Participant deferral / active EE | $11,473 | $5,239+119.0% | $6,282+82.6% | $3,356+241.8% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |