Filed October 27, 2004
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 28 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Investment Management | $63,676 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,031 |
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 | $62,045 | $46,173+34.4% | $170,442-63.6% | $69,631-10.9% |
| Participation rate | 99.2% | 63.9%+35.3pp | 83.6%+15.6pp | 70.7%+28.5pp |
| Annual return | 10.64% | 21.62%-11.0pp | 205.93%-195.3pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $2,494 | $1,610+55.0% | $5,433-54.1% | $2,032+22.8% |
| Participant deferral / active EE | $3,813 | $2,080+83.3% | $4,939-22.8% | $3,224+18.3% |
| Admin fee / account holder | $120 | $116+3.7% | $13,880-99.1% | $110+8.9% |