Filed April 22, 2002
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 RET PARTNERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $67,900 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,627 | $49,227+409.1% | $70,449+255.8% | $79,858+213.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 24.38% | 30.06%-5.7pp | 109.03%-84.7pp | 31.71%-7.3pp |
| Employer contribution / active EE | $10,332 | $2,099+392.3% | $2,737+277.6% | $2,471+318.2% |
| Participant deferral / active EE | $13,235 | $2,768+378.2% | $3,709+256.9% | $3,740+253.9% |
| Admin fee / account holder | $546 | $2,878-81.0% | $3,845-85.8% | $5,306-89.7% |