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) | $184,454 |
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 | $166,356 | $89,274+86.3% | $149,718+11.1% | $77,958+113.4% |
| Participation rate | 86.6% | 87.6%-1.0pp | 87.1%-0.5pp | 71.6%+14.9pp |
| Annual return | 17.81% | 20.36%-2.6pp | 1501.63%-1483.8pp | 20.87%-3.1pp |
| Employer contribution / active EE | $6,395 | $3,727+71.6% | $5,445+17.4% | $2,310+176.8% |
| Participant deferral / active EE | $10,826 | $5,382+101.2% | $6,569+64.8% | $3,537+206.1% |
| Admin fee / account holder | $0 | $240-100.0% | $11,283-100.0% | $97-100.0% |