Filed January 4, 2018 (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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,333 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$47,603 |
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 | $141,735 | $58,290+143.2% | $98,442+44.0% | $86,799+63.3% |
| Participation rate | 98.9% | 68.3%+30.6pp | 73.3%+25.6pp | 72.3%+26.6pp |
| Annual return | 16.65% | 43.48%-26.8pp | 1492.73%-1476.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $8,236 | $2,008+310.2% | $2,960+178.3% | $2,405+242.4% |
| Participant deferral / active EE | $10,321 | $3,152+227.4% | $4,276+141.4% | $4,131+149.9% |
| Admin fee / account holder | -$6 | $138-104.1% | $5,949-100.1% | $170-103.3% |