Filed August 15, 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 LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Consulting | $106,508 |
Service code 16 · EIN 39-1897480 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Consulting | $32,768 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 6400 C STREET SW · CEDAR RAPIDS, IA 52499 | Float revenue; Claims processing; Sha... | $15,280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,420 | $101,317+134.3% | $146,958+61.6% | $74,495+218.7% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 11.59% | 8730.91%-8719.3pp | 418.34%-406.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $7,601 | $3,810+99.5% | $4,933+54.1% | $2,623+189.8% |
| Participant deferral / active EE | $12,926 | $7,303+77.0% | $8,070+60.2% | $4,346+197.4% |
| Admin fee / account holder | $570 | $1,739-67.2% | $12,998-95.6% | $1,942-70.6% |