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 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.
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,272 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $3,375 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 | $191,797 | $56,443+239.8% | $83,848+128.7% | $55,725+244.2% |
| Participation rate | 94.8% | 72.0%+22.8pp | 76.1%+18.7pp | 70.9%+24.0pp |
| Annual return | -6.14% | 393.67%-399.8pp | 850.88%-857.0pp | 244.93%-251.1pp |
| Employer contribution / active EE | $17,774 | $2,682+562.8% | $3,631+389.5% | $2,078+755.3% |
| Participant deferral / active EE | $4,768 | $2,965+60.8% | $4,082+16.8% | $3,356+42.1% |
| Admin fee / account holder | $116 | $156-25.9% | $5,478-97.9% | $115+0.5% |