Filed May 6, 2010
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 Service code 26 · EIN 47-1411118 | Advisory (Participants) | $10,586 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,742 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,235 | $62,928-2.7% | $172,739-64.6% | $67,579-9.4% |
| Participation rate | 50.5% | 64.5%-13.9pp | 82.6%-32.1pp | 71.3%-20.8pp |
| Annual return | 7.02% | 30.36%-23.3pp | 802.84%-795.8pp | 378.56%-371.5pp |
| Employer contribution / active EE | $1,039 | $1,636-36.5% | $5,143-79.8% | $2,148-51.6% |
| Participant deferral / active EE | $1,637 | $2,145-23.7% | $5,198-68.5% | $3,539-53.8% |
| Admin fee / account holder | $49 | $167-70.8% | $13,954-99.7% | $142-65.8% |