Filed December 17, 2009
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 | $41,349 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 70 · EIN 26-2355777 | Consulting Fees | $13,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,438 | $37,245+16.6% | $94,993-54.3% | $77,958-44.3% |
| Participation rate | 67.7% | 56.5%+11.2pp | 73.9%-6.2pp | 71.6%-4.0pp |
| Annual return | 37.33% | 22.72%+14.6pp | 27.12%+10.2pp | 20.87%+16.5pp |
| Employer contribution / active EE | $2,579 | $894+188.5% | $2,603-0.9% | $2,310+11.6% |
| Participant deferral / active EE | $3,786 | $1,828+107.1% | $3,317+14.1% | $3,537+7.1% |
| Admin fee / account holder | $34 | $59-42.1% | $4,960-99.3% | $97-64.9% |