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 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Investment Management | $65,935 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $3,160 |
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 | $93,022 | $52,293+77.9% | $178,490-47.9% | $73,409+26.7% |
| Participation rate | 98.4% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.3pp |
| Annual return | 12.02% | 34.75%-22.7pp | 151.07%-139.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,972 | $1,735+71.3% | $5,011-40.7% | $2,234+33.1% |
| Participant deferral / active EE | $4,782 | $2,332+105.1% | $5,202-8.1% | $3,805+25.7% |
| Admin fee / account holder | $158 | $127+23.9% | $13,984-98.9% | $158-0.1% |