Filed December 22, 2011 (most recent of 2 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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $14,739 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,013 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $560 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,095 | $37,117+43.0% | $147,614-64.0% | $55,191-3.8% |
| Participation rate | 16.1% | 63.6%-47.5pp | 84.6%-68.5pp | 69.2%-53.1pp |
| Annual return | -2.08% | 3.44%-5.5pp | 61.98%-64.1pp | 10.78%-12.9pp |
| Employer contribution / active EE | $162 | $1,620-90.0% | $5,564-97.1% | $1,899-91.5% |
| Participant deferral / active EE | $643 | $1,985-67.6% | $4,895-86.9% | $3,046-78.9% |
| Admin fee / account holder | $257 | $86+200.2% | $11,611-97.8% | $91+183.0% |