Filed May 13, 2006
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 | $50,482 |
Service code 49 · EIN 71-0294708 | Other Services | $15,958 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MNGT LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,487 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,500 | $104,475+1.9% | $159,436-33.2% | $79,386+34.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.28% | 67.95%-52.7pp | 263.57%-248.3pp | 116.85%-101.6pp |
| Employer contribution / active EE | $9,424 | $3,417+175.8% | $4,829+95.1% | $2,427+288.2% |
| Participant deferral / active EE | $8,133 | $6,467+25.8% | $7,352+10.6% | $4,046+101.0% |
| Admin fee / account holder | $70 | $711-90.2% | $10,799-99.4% | $626-88.9% |