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 | $32,931 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $15,666 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,338 | $45,602-66.4% | $117,472-86.9% | $66,914-77.1% |
| Participation rate | 84.6% | 57.6%+26.9pp | 70.6%+14.0pp | 69.8%+14.8pp |
| Annual return | -12.95% | -16.74%+3.8pp | 29.74%-42.7pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,116 | $1,579-29.3% | $4,176-73.3% | $2,544-56.1% |
| Participant deferral / active EE | $2,010 | $2,845-29.3% | $4,070-50.6% | $4,237-52.5% |
| Admin fee / account holder | $135 | $661-79.6% | $5,645-97.6% | $593-77.3% |