Filed March 19, 2015 (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 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 13 · EIN 42-0127290 | Contract Administrator | $131,510 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $140,361 | $111,072+26.4% | $156,263-10.2% | $102,872+36.4% |
| Participation rate | 98.6% | 80.1%+18.5pp | 78.9%+19.7pp | 73.0%+25.6pp |
| Annual return | 15.39% | 16.98%-1.6pp | 59.47%-44.1pp | 19.06%-3.7pp |
| Employer contribution / active EE | $6,779 | $4,017+68.8% | $4,333+56.5% | $3,526+92.2% |
| Participant deferral / active EE | $8,402 | $5,455+54.0% | $6,158+36.4% | $5,535+51.8% |
| Admin fee / account holder | $58 | $120-51.8% | $14,255-99.6% | $292-80.1% |