Filed April 18, 2016 (most recent of 8 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 LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,636 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,360 |
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 | $150,813 | $75,183+100.6% | $123,892+21.7% | $55,167+173.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.07% | 19.01%-10.9pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $18,489 | $2,823+554.8% | $4,617+300.5% | $1,963+842.1% |
| Participant deferral / active EE | $13,243 | $5,084+160.5% | $5,984+121.3% | $3,054+333.6% |
| Admin fee / account holder | $50 | $663-92.5% | $8,357-99.4% | $504-90.1% |