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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,231 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 13 · EIN 47-1411118 | Contract Administrator | $7,513 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,964 | $72,482+8.9% | $129,110-38.8% | $64,808+21.8% |
| Participation rate | 98.8% | 79.2%+19.5pp | 77.3%+21.5pp | 71.5%+27.3pp |
| Annual return | -16.49% | -9.08%-7.4pp | -10.94%-5.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $6,743 | $4,247+58.7% | $5,052+33.5% | $2,506+169.1% |
| Participant deferral / active EE | $5,864 | $5,679+3.3% | $6,542-10.4% | $4,310+36.0% |
| Admin fee / account holder | $314 | $144+117.9% | $14,302-97.8% | $188+67.4% |