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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,648 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $18,360 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,413 | $47,722+137.7% | $82,719+37.1% | $64,808+75.0% |
| Participation rate | 99.4% | 67.6%+31.8pp | 72.6%+26.8pp | 71.5%+27.9pp |
| Annual return | -18.55% | -13.05%-5.5pp | 701.18%-719.7pp | 32.82%-51.4pp |
| Employer contribution / active EE | $8,389 | $2,179+285.0% | $3,009+178.8% | $2,506+234.8% |
| Participant deferral / active EE | $10,514 | $3,329+215.8% | $4,395+139.2% | $4,310+143.9% |
| Admin fee / account holder | $126 | $143-12.0% | $5,329-97.6% | $188-33.0% |