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 | $68,046 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,153 |
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 | $58,554 | $37,196+57.4% | $154,107-62.0% | $55,725+5.1% |
| Participation rate | 98.8% | 64.1%+34.7pp | 83.0%+15.7pp | 70.9%+27.9pp |
| Annual return | -1.42% | 1319.68%-1321.1pp | 735.12%-736.5pp | 244.93%-246.4pp |
| Employer contribution / active EE | $2,923 | $1,614+81.1% | $5,298-44.8% | $2,078+40.7% |
| Participant deferral / active EE | $4,454 | $2,068+115.3% | $5,081-12.3% | $3,356+32.7% |
| Admin fee / account holder | $125 | $102+22.7% | $13,411-99.1% | $115+8.2% |