Filed January 13, 2013 (most recent of 5 filings on file)
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 99 · EIN 47-1411118 | Other Fees | $7,893 |
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 | $47,266 | $79,523-40.6% | $140,016-66.2% | $56,287-16.0% |
| Participation rate | 89.4% | 85.7%+3.7pp | 87.5%+1.9pp | 69.9%+19.6pp |
| Annual return | -6.78% | 2.39%-9.2pp | 651.12%-657.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,147 | $3,350-35.9% | $5,606-61.7% | $2,111+1.7% |
| Participant deferral / active EE | $3,202 | $5,129-37.6% | $6,927-53.8% | $3,350-4.4% |
| Admin fee / account holder | $120 | $614-80.4% | $10,705-98.9% | $521-76.9% |