Filed October 4, 2010 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $55,517 |
Filed as: GREAT-WEST LIFE ANNUITY & INSURANCE Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,909 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,035 | $65,592+17.4% | $90,160-14.6% | $69,631+10.6% |
| Participation rate | 97.4% | 77.6%+19.7pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 14.50% | 57.10%-42.6pp | 34.88%-20.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $4,924 | $2,193+124.5% | $3,318+48.4% | $2,032+142.3% |
| Participant deferral / active EE | $7,672 | $5,257+45.9% | $5,288+45.1% | $3,224+138.0% |
| Admin fee / account holder | $122 | $86+41.9% | $5,943-98.0% | $110+10.1% |