Filed October 18, 2004
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $7,381 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $196 |
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,252 | $58,879-58.8% | $178,490-86.4% | $73,488-67.0% |
| Participation rate | 65.1% | 66.2%-1.1pp | 81.9%-16.8pp | 70.7%-5.6pp |
| Annual return | 14.78% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $838 | $2,236-62.5% | $5,011-83.3% | $2,270-63.1% |
| Participant deferral / active EE | $1,032 | $2,567-59.8% | $5,202-80.2% | $3,740-72.4% |
| Admin fee / account holder | $9 | $400-97.7% | $13,984-99.9% | $513-98.2% |