Filed December 18, 2009 (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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $30,000 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $750 |
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 | $82,555 | $91,762-10.0% | $67,502+22.3% | $77,643+6.3% |
| Participation rate | 95.7% | 75.9%+19.8pp | 72.9%+22.8pp | 70.6%+25.1pp |
| Annual return | 11.38% | 14.87%-3.5pp | 3512.12%-3500.7pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,838 | $3,181-10.8% | $2,731+3.9% | $2,726+4.1% |
| Participant deferral / active EE | $4,923 | $3,903+26.1% | $4,000+23.1% | $4,647+5.9% |
| Admin fee / account holder | $47 | $176-73.1% | $3,998-98.8% | $430-89.0% |