Filed February 27, 2019 (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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $90,116 |
Filed as: GLOBAL RETIREMENT PARTNERS,LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,502 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,820 | $72,254-15.8% | $86,677-29.8% | $64,808-6.2% |
| Participation rate | 95.9% | 80.4%+15.5pp | 76.6%+19.3pp | 71.5%+24.4pp |
| Annual return | -13.34% | 392.42%-405.8pp | 35.91%-49.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $3,519 | $2,393+47.0% | $2,836+24.1% | $2,506+40.4% |
| Participant deferral / active EE | $5,287 | $4,658+13.5% | $4,656+13.6% | $4,310+22.7% |
| Admin fee / account holder | $189 | $174+8.7% | $7,493-97.5% | $188+0.7% |