Filed September 16, 2010
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, LLC Service code 16 · EIN 47-1411118 | Consulting | $42,917 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,436 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,024 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,891 | $111,608-6.0% | $177,821-41.0% | $73,409+42.9% |
| Participation rate | 98.1% | 87.9%+10.3pp | 87.7%+10.4pp | 72.2%+26.0pp |
| Annual return | 16.87% | 18.23%-1.4pp | 48.32%-31.5pp | 59.29%-42.4pp |
| Employer contribution / active EE | $4,147 | $3,796+9.2% | $5,918-29.9% | $2,234+85.6% |
| Participant deferral / active EE | $6,833 | $6,199+10.2% | $7,714-11.4% | $3,805+79.6% |
| Admin fee / account holder | $78 | $166-53.1% | $12,427-99.4% | $158-50.8% |