Filed November 25, 2008 (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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $29,587 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $15,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $53,901-100.0% | $134,143-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 62.8%-62.8pp | 72.2%-72.2pp | 70.7%-70.7pp |
| Annual return | 3.28% | 15.82%-12.5pp | 36.33%-33.1pp | 28.51%-25.2pp |
| Employer contribution / active EE | $1,047 | $1,458-28.2% | $3,704-71.7% | $2,270-53.9% |
| Participant deferral / active EE | $1,628 | $2,739-40.5% | $3,499-53.5% | $3,740-56.5% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |