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 | $76,251 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,957 |
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 | $90,690 | $99,078-8.5% | $96,544-6.1% | $74,419+21.9% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.5pp |
| Annual return | 19.59% | 22.48%-2.9pp | 25.84%-6.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,879 | $2,570+12.0% | $2,965-2.9% | $2,637+9.2% |
| Participant deferral / active EE | $6,090 | $4,933+23.4% | $4,851+25.5% | $4,528+34.5% |
| Admin fee / account holder | $72 | $225-67.9% | $8,252-99.1% | $348-79.3% |