Filed August 22, 2008
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $88,673 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $76,446 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,567 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,226 | $56,485+24.3% | $185,823-62.2% | $86,799-19.1% |
| Participation rate | 85.9% | 65.5%+20.4pp | 81.7%+4.2pp | 72.3%+13.6pp |
| Annual return | 14.55% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,580 | $1,843+40.0% | $5,167-50.1% | $2,405+7.3% |
| Participant deferral / active EE | $4,883 | $2,553+91.2% | $5,568-12.3% | $4,131+18.2% |
| Admin fee / account holder | $293 | $150+95.6% | $16,237-98.2% | $170+72.5% |