Filed August 9, 2013 (most recent of 2 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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $13,654 |
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 | $75,993 | $52,467+44.8% | $57,179+32.9% | $55,167+37.8% |
| Participation rate | 94.8% | 75.8%+18.9pp | 75.3%+19.4pp | 69.0%+25.8pp |
| Annual return | 6.90% | 7.72%-0.8pp | 14.59%-7.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $4,105 | $2,477+65.7% | $2,682+53.1% | $1,963+109.2% |
| Participant deferral / active EE | $3,711 | $2,830+31.1% | $3,096+19.8% | $3,054+21.5% |
| Admin fee / account holder | $126 | $269-53.1% | $3,139-96.0% | $504-74.9% |