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) | $32,000 |
GBQ PARTNERS1 year Service code 10 · EIN 20-2122306 | Accounting | $12,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$56,379 |
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 | $238,531 | $108,919+119.0% | $100,391+137.6% | $145,922+63.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 57.88%-41.1pp | 49.20%-32.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $10,873 | $4,419+146.0% | $3,942+175.8% | $4,660+133.3% |
| Participant deferral / active EE | $20,467 | $8,445+142.4% | $8,082+153.2% | $6,688+206.0% |
| Admin fee / account holder | -$46 | $9,689-100.5% | $7,899-100.6% | $13,397-100.3% |