Filed October 18, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant commun... | $31,009 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $30,500 |
ENGELSON & ASSOCIATES, LTD8+ years Service code 10 · EIN 39-1625814 | Accounting | $8,500 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,217 | $65,435+36.3% | $86,677+2.9% | $66,914+33.3% |
| Participation rate | 90.9% | 75.5%+15.5pp | 76.6%+14.3pp | 69.8%+21.1pp |
| Annual return | -17.99% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $621 | $2,153-71.2% | $2,836-78.1% | $2,544-75.6% |
| Participant deferral / active EE | $3,394 | $4,100-17.2% | $4,656-27.1% | $4,237-19.9% |
| Admin fee / account holder | $281 | $642-56.2% | $7,493-96.2% | $593-52.6% |