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) | $61,316 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,308 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $300,346 | $206,359+45.5% | $123,544+143.1% | - |
| Participation rate | 98.0% | 72.1%+25.9pp | 82.3%+15.7pp | - |
| Annual return | -3.34% | -5.77%+2.4pp | 119.20%-122.5pp | - |
| Employer contribution / active EE | $139 | $2,538-94.5% | $4,628-97.0% | - |
| Participant deferral / active EE | $13,332 | $5,785+130.5% | $6,426+107.5% | - |
| Admin fee / account holder | $461 | $21,386-97.8% | $9,284-95.0% | - |