Filed October 24, 2006
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 37 · EIN 04-2647786 | Loan Processing | $103,657 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,856 | $185,342-51.0% | $111,297-18.4% | $86,799+4.7% |
| Participation rate | 94.0% | 81.0%+13.0pp | 77.3%+16.6pp | 72.3%+21.7pp |
| Annual return | 14.07% | 500.80%-486.7pp | 54.65%-40.6pp | 97.91%-83.8pp |
| Employer contribution / active EE | $2,296 | $2,246+2.2% | $2,731-15.9% | $2,405-4.5% |
| Participant deferral / active EE | $4,817 | $4,458+8.0% | $4,487+7.4% | $4,131+16.6% |
| Admin fee / account holder | $138 | $255-46.1% | $7,964-98.3% | $170-18.7% |