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 LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $11,728 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,925 |
RELIANCE TRUST COMPANY3+ 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 | $205,091 | $60,545+238.7% | $92,233+122.4% | $69,631+194.5% |
| Participation rate | 94.1% | 72.2%+21.9pp | 76.5%+17.6pp | 70.7%+23.4pp |
| Annual return | 16.60% | 19.71%-3.1pp | 176.28%-159.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $17,562 | $2,633+566.9% | $3,679+377.3% | $2,032+764.2% |
| Participant deferral / active EE | $4,261 | $2,828+50.7% | $3,897+9.3% | $3,224+32.2% |
| Admin fee / account holder | $42 | $145-70.8% | $5,194-99.2% | $110-61.8% |