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 | Investment Management | $73,619 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,188 |
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 | $94,498 | $47,126+100.5% | $149,673-36.9% | $74,419+27.0% |
| Participation rate | 99.1% | 63.4%+35.7pp | 78.8%+20.3pp | 70.7%+28.4pp |
| Annual return | 12.96% | 22.75%-9.8pp | 134.42%-121.5pp | 34.38%-21.4pp |
| Employer contribution / active EE | $3,841 | $1,905+101.6% | $4,818-20.3% | $2,637+45.6% |
| Participant deferral / active EE | $6,427 | $2,728+135.6% | $5,680+13.1% | $4,528+41.9% |
| Admin fee / account holder | $161 | $343-52.9% | $13,210-98.8% | $348-53.6% |