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 | $48,303 |
RETIREMENT BENEFIT SOLUTIONS2 years Service code 49 · EIN 71-0294708 | Other Services | $16,585 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MNGT LLC Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,869 |
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 | $89,851 | $84,487+6.3% | $125,339-28.3% | $66,914+34.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.47% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $9,656 | $3,553+171.8% | $4,814+100.6% | $2,544+279.5% |
| Participant deferral / active EE | $9,112 | $6,781+34.4% | $7,446+22.4% | $4,237+115.1% |
| Admin fee / account holder | $59 | $685-91.4% | $10,010-99.4% | $593-90.0% |