Filed May 5, 2010
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 15 · EIN 16-1450952 | Recordkeeping | $41,134 |
Service code 27 · EIN 41-2142497 | Advisory (Plan) | $35,587 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,036 | $50,199+107.2% | $70,092+48.4% | $66,914+55.5% |
| Participation rate | 97.9% | 66.3%+31.5pp | 70.5%+27.4pp | 69.8%+28.1pp |
| Annual return | -16.93% | -13.85%-3.1pp | 190.73%-207.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $5,873 | $1,864+215.1% | $2,559+129.5% | $2,544+130.8% |
| Participant deferral / active EE | $5,787 | $3,112+85.9% | $3,849+50.4% | $4,237+36.6% |
| Admin fee / account holder | $286 | $600-52.3% | $6,267-95.4% | $593-51.8% |