Filed April 23, 2021
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) | $47,901 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $15,310 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,090 | $79,171+54.2% | $102,423+19.2% | $74,495+63.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.57% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,449 | $2,362+3.7% | $3,023-19.0% | $2,623-6.6% |
| Participant deferral / active EE | $7,392 | $4,415+67.4% | $5,053+46.3% | $4,346+70.1% |
| Admin fee / account holder | $211 | $2,001-89.5% | $9,451-97.8% | $1,942-89.1% |