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 LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $18,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,701 |
Filed as: METLIFE LIFE INSURANCE CO Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $150 |
Filed as: EMPOWER ANNUITY LIFE INSURANCE CO Service code 64 · EIN 06-0974148 | Recordkeeping Fees | $146 |
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.
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 | $58,032 | $65,061-10.8% | $143,757-59.6% | $66,914-13.3% |
| Participation rate | 30.9% | 65.2%-34.3pp | 80.3%-49.4pp | 69.8%-38.9pp |
| Annual return | -12.11% | -11.14%-1.0pp | -0.04%-12.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $390 | $2,361-83.5% | $4,951-92.1% | $2,544-84.7% |
| Participant deferral / active EE | $1,067 | $2,919-63.4% | $5,637-81.1% | $4,237-74.8% |
| Admin fee / account holder | $245 | $502-51.1% | $14,673-98.3% | $593-58.7% |