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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $25,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Par... | $20,776 |
ENGELSON & ASSOCIATES, LTD9+ years Service code 10 · EIN 39-1625814 | Accounting | $9,150 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $91,925 | $76,050+20.9% | $96,544-4.8% | $71,457+28.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 17.27% | 22.81%-5.5pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,171 | $2,244-47.8% | $2,965-60.5% | $2,588-54.7% |
| Participant deferral / active EE | $3,674 | $4,215-12.8% | $4,851-24.3% | $4,289-14.3% |
| Admin fee / account holder | $201 | $2,707-92.6% | $8,252-97.6% | $1,587-87.3% |