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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 10 · EIN 47-1411118 | Accounting | $64,702 |
JOHANSON & YAU1 year Filed as: JOHNSON & YAU Service code 10 · EIN 94-2702860 | Accounting | $25,500 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,725 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $183,923 | $57,921+217.5% | $84,750+117.0% | $57,658+219.0% |
| Participation rate | 94.2% | 72.9%+21.2pp | 76.6%+17.6pp | 70.2%+24.0pp |
| Annual return | 7.89% | 10.24%-2.3pp | 22.78%-14.9pp | 5.13%+2.8pp |
| Employer contribution / active EE | $15,354 | $2,598+490.9% | $3,574+329.6% | $1,974+677.9% |
| Participant deferral / active EE | $4,261 | $2,742+55.4% | $3,712+14.8% | $3,061+39.2% |
| Admin fee / account holder | $275 | $130+112.0% | $5,332-94.8% | $95+190.8% |