Filed May 20, 2004
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $56,262 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,117 |
KSJG, LLP1 year Filed as: KUSHNER, SMITH, JOANOU & GREGSON Service code 10 · EIN 95-3322166 | Accounting | $7,500 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,558 | $46,173-57.6% | $170,442-88.5% | $69,631-71.9% |
| Participation rate | 81.3% | 63.9%+17.4pp | 83.6%-2.3pp | 70.7%+10.6pp |
| Annual return | 9.99% | 21.62%-11.6pp | 205.93%-195.9pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $676 | $1,610-58.0% | $5,433-87.6% | $2,032-66.7% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $118 | $116+2.1% | $13,880-99.1% | $110+7.2% |