Filed April 1, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
MP P.C.1 year Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $12,040 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 101 FEDERAL ST SUITE 1900 · BOSTON, MA 02110 | Other Fees | $10,125 |
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 | $117,363 | $70,083+67.5% | $59,878+96.0% | $55,725+110.6% |
| Participation rate | 97.5% | 78.4%+19.1pp | 74.7%+22.8pp | 70.9%+26.6pp |
| Annual return | -3.11% | 3.13%-6.2pp | 3.46%-6.6pp | 244.93%-248.0pp |
| Employer contribution / active EE | $5,820 | $2,878+102.2% | $2,722+113.8% | $2,078+180.0% |
| Participant deferral / active EE | $6,221 | $3,079+102.1% | $3,402+82.9% | $3,356+85.4% |
| Admin fee / account holder | $23 | $70-66.6% | $3,590-99.3% | $115-79.6% |