Filed November 9, 2005
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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $191,016 |
KUTAK ROCK LLP3 years Service code 29 · EIN 47-0597598 | Legal | $51,701 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,064 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,951 | $115,444+81.9% | $65,493+220.6% | $102,872+104.1% |
| Participation rate | 72.2% | 71.2%+1.0pp | 73.1%-0.9pp | 73.0%-0.8pp |
| Annual return | 13.91% | 15.94%-2.0pp | 982.45%-968.5pp | 19.06%-5.1pp |
| Employer contribution / active EE | $4,969 | $3,409+45.8% | $2,574+93.0% | $3,526+40.9% |
| Participant deferral / active EE | $4,859 | $4,118+18.0% | $3,961+22.7% | $5,535-12.2% |
| Admin fee / account holder | $69 | $123-43.9% | $5,028-98.6% | $292-76.4% |