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 | $71,095 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,507 |
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 | $86,178 | $62,928+36.9% | $172,739-50.1% | $67,579+27.5% |
| Participation rate | 99.1% | 64.5%+34.6pp | 82.6%+16.4pp | 71.3%+27.8pp |
| Annual return | 16.55% | 30.36%-13.8pp | 802.84%-786.3pp | 378.56%-362.0pp |
| Employer contribution / active EE | $2,812 | $1,636+71.9% | $5,143-45.3% | $2,148+30.9% |
| Participant deferral / active EE | $4,348 | $2,145+102.7% | $5,198-16.4% | $3,539+22.8% |
| Admin fee / account holder | $167 | $167+0.4% | $13,954-98.8% | $142+17.6% |