Filed May 20, 2004
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $21,218 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,182 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,392 | $46,173-81.8% | $170,442-95.1% | $69,631-87.9% |
| Participation rate | 84.4% | 63.9%+20.5pp | 83.6%+0.8pp | 70.7%+13.7pp |
| Annual return | 11.30% | 21.62%-10.3pp | 205.93%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $1,243 | $1,610-22.8% | $5,433-77.1% | $2,032-38.9% |
| Participant deferral / active EE | $1,329 | $2,080-36.1% | $4,939-73.1% | $3,224-58.8% |
| Admin fee / account holder | $38 | $116-67.1% | $13,880-99.7% | $110-65.4% |