Filed August 27, 2008
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $35,557 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,077 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,954 | $101,317-0.4% | $146,958-31.3% | $74,495+35.5% |
| Participation rate | 76.6% | 75.5%+1.1pp | 82.2%-5.5pp | 67.2%+9.4pp |
| Annual return | 21.05% | 8730.91%-8709.9pp | 418.34%-397.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $2,845 | $3,810-25.3% | $4,933-42.3% | $2,623+8.4% |
| Participant deferral / active EE | $9,920 | $7,303+35.8% | $8,070+22.9% | $4,346+128.3% |
| Admin fee / account holder | $328 | $1,739-81.1% | $12,998-97.5% | $1,942-83.1% |