Filed November 29, 2016
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 15 · EIN 13-3689044 | Recordkeeping | $77,366 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,185 | $106,028-51.7% | $146,958-65.2% | $77,643-34.1% |
| Participation rate | 95.2% | 78.4%+16.8pp | 82.2%+13.0pp | 70.6%+24.6pp |
| Annual return | 17.67% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $1,066 | $4,063-73.8% | $4,933-78.4% | $2,726-60.9% |
| Participant deferral / active EE | $3,785 | $7,990-52.6% | $8,070-53.1% | $4,647-18.6% |
| Admin fee / account holder | $166 | $337-50.8% | $12,998-98.7% | $430-61.4% |