Filed December 2, 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 8-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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,333 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $12,067 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,731 | $58,234+30.0% | $81,783-7.4% | $80,874-6.4% |
| Participation rate | 93.5% | 63.4%+30.1pp | 72.4%+21.2pp | 67.6%+25.9pp |
| Annual return | 14.36% | 41.70%-27.3pp | 775.05%-760.7pp | 35.62%-21.3pp |
| Employer contribution / active EE | $6,753 | $2,341+188.4% | $2,913+131.9% | $2,756+145.1% |
| Participant deferral / active EE | $5,186 | $3,283+58.0% | $4,320+20.0% | $4,297+20.7% |
| Admin fee / account holder | $143 | $4,982-97.1% | $7,380-98.1% | $6,935-97.9% |