Filed March 15, 2021 (most recent of 3 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 6-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 27 | Advisory (Plan) | $8,861 |
Service code 13 | Contract Administrator | $6,244 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $1,525 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 99 | Other Fees | $1,468 |
Filed as: MALCOLM THOMPSON & ASSOCIATES INC. Service code 13 | Contract Administrator | $125 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,256 | $62,928-85.3% | $172,739-94.6% | $67,579-86.3% |
| Participation rate | 85.3% | 64.5%+20.8pp | 82.6%+2.7pp | 71.3%+14.0pp |
| Annual return | 19.11% | 30.36%-11.3pp | 802.84%-783.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $318 | $1,636-80.6% | $5,143-93.8% | $2,148-85.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $11 | $167-93.5% | $13,954-99.9% | $142-92.3% |