Filed August 6, 2015 (most recent of 2 filings on file)
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 99 · EIN 04-2630450 | Other Fees | $13,500 |
Filed as: CBIZ MHM, LLC Service code 99 | Other Fees | $6,000 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $6,000 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 99 | Other Fees | $4,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,738 | $46,173-44.3% | $170,442-84.9% | $69,631-63.0% |
| Participation rate | 66.3% | 63.9%+2.4pp | 83.6%-17.3pp | 70.7%-4.4pp |
| Annual return | 17.62% | 21.62%-4.0pp | 205.93%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $551 | $1,610-65.8% | $5,433-89.9% | $2,032-72.9% |
| Participant deferral / active EE | $1,884 | $2,080-9.4% | $4,939-61.9% | $3,224-41.6% |
| Admin fee / account holder | $90 | $116-22.7% | $13,880-99.4% | $110-18.9% |