Filed December 3, 2015
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 .00 LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,567 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,767 |
Filed as: M2B RETIREMENT CONSULTING .00 LLC A Service code 13 101 BRADFORD RD STE 200 · WEXFORD, PA 15090 | Contract Administrator | $750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,880 | $46,674+6.9% | $117,472-57.5% | $68,494-27.2% |
| Participation rate | 78.2% | 56.8%+21.4pp | 70.6%+7.6pp | 67.9%+10.3pp |
| Annual return | -13.82% | -14.52%+0.7pp | 29.74%-43.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,655 | $1,505+10.0% | $4,176-60.4% | $2,596-36.2% |
| Participant deferral / active EE | $3,329 | $2,636+26.3% | $4,070-18.2% | $4,027-17.3% |
| Admin fee / account holder | $220 | $4,020-94.5% | $5,645-96.1% | $5,403-95.9% |