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 | $74,628 |
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $2,711 |
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 | $86,177 | $46,292+86.2% | $143,757-40.1% | $64,808+33.0% |
| Participation rate | 98.7% | 64.2%+34.5pp | 80.3%+18.4pp | 71.5%+27.3pp |
| Annual return | -13.63% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.4pp |
| Employer contribution / active EE | $3,546 | $1,910+85.7% | $4,951-28.4% | $2,506+41.5% |
| Participant deferral / active EE | $5,711 | $2,646+115.9% | $5,637+1.3% | $4,310+32.5% |
| Admin fee / account holder | $172 | $154+11.7% | $14,673-98.8% | $188-8.5% |