Filed September 28, 1992
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 PARTNERS, LLC. Service code 27 · EIN 47-1411118 | Advisory (Plan) | $56,452 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,971 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,699 | $80,753+321.9% | $136,294+150.0% | $62,292+446.9% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 15.62% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $12,391 | $5,164+139.9% | $6,247+98.3% | $3,169+291.0% |
| Admin fee / account holder | $415 | $525-21.0% | $9,243-95.5% | $479-13.4% |