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 | $63,145 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $19,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,852 | $52,208+169.8% | $86,612+62.6% | $74,419+89.3% |
| Participation rate | 99.3% | 66.3%+33.0pp | 71.7%+27.6pp | 70.7%+28.6pp |
| Annual return | 19.38% | 44.46%-25.1pp | 591.07%-571.7pp | 34.38%-15.0pp |
| Employer contribution / active EE | $10,526 | $2,282+361.3% | $3,022+248.3% | $2,637+299.1% |
| Participant deferral / active EE | $13,275 | $3,383+292.4% | $4,438+199.1% | $4,528+193.2% |
| Admin fee / account holder | $155 | $319-51.5% | $5,614-97.2% | $348-55.6% |