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 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% |