Filed March 6, 2005
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 27 · EIN 47-1411118 | Advisory (Plan) | $13,333 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $12,577 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$17,955 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,827 | $105,126+86.3% | $94,646+106.9% | $139,434+40.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.85% | 38.03%-23.2pp | 156.71%-141.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $10,187 | $4,106+148.1% | $3,672+177.4% | $4,751+114.4% |
| Participant deferral / active EE | $19,940 | $7,599+162.4% | $7,418+168.8% | $6,710+197.2% |
| Admin fee / account holder | $27 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |