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 28 · EIN 47-1411118 | Investment Management | $12,484 |
Filed as: JOHN HANCOCK ENTERPRISES Service code 15 · EIN 01-0233346 | Recordkeeping | $9,695 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,140 | $57,976-8.3% | $62,995-15.6% | $62,292-14.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.65% | 17.54%+2.1pp | 87.57%-67.9pp | 28.90%-9.2pp |
| Employer contribution / active EE | $5,888 | $2,415+143.8% | $2,759+113.4% | $2,042+188.3% |
| Participant deferral / active EE | $5,084 | $2,956+72.0% | $3,329+52.7% | $3,169+60.4% |
| Admin fee / account holder | $144 | $276-47.9% | $3,600-96.0% | $479-70.0% |