Filed May 4, 2011
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 Service code 15 · EIN 47-1411118 | Recordkeeping | $46,162 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $28,992 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,864 | $65,908+1.5% | $81,812-18.3% | $77,643-13.9% |
| Participation rate | 98.7% | 65.8%+32.9pp | 72.3%+26.3pp | 70.6%+28.1pp |
| Annual return | 13.70% | 26.64%-12.9pp | 773.79%-760.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,243 | $2,370-5.4% | $2,912-23.0% | $2,726-17.7% |
| Participant deferral / active EE | $4,932 | $3,505+40.7% | $4,319+14.2% | $4,647+6.1% |
| Admin fee / account holder | $96 | $526-81.8% | $7,386-98.7% | $430-77.7% |