Filed May 18, 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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 10 · EIN 47-1411118 | Accounting | $48,324 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,207 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
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 | $172,116 | $50,498+240.8% | $75,781+127.1% | $55,191+211.9% |
| Participation rate | 93.5% | 69.4%+24.1pp | 75.8%+17.7pp | 69.2%+24.4pp |
| Annual return | -1.12% | 1.80%-2.9pp | 9.68%-10.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $18,033 | $2,291+687.2% | $3,323+442.6% | $1,899+849.7% |
| Participant deferral / active EE | $4,220 | $2,589+63.0% | $3,651+15.6% | $3,046+38.5% |
| Admin fee / account holder | $167 | $123+35.5% | $5,299-96.9% | $91+83.7% |