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 | $77,511 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $2,114 |
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 | $103,970 | $56,485+84.1% | $185,823-44.0% | $86,799+19.8% |
| Participation rate | 98.0% | 65.5%+32.6pp | 81.7%+16.3pp | 72.3%+25.8pp |
| Annual return | 10.48% | 118.04%-107.6pp | 122.05%-111.6pp | 97.91%-87.4pp |
| Employer contribution / active EE | $3,209 | $1,843+74.1% | $5,167-37.9% | $2,405+33.4% |
| Participant deferral / active EE | $5,295 | $2,553+107.4% | $5,568-4.9% | $4,131+28.2% |
| Admin fee / account holder | $179 | $150+19.6% | $16,237-98.9% | $170+5.5% |