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 | $114,702 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,571 | $2,679,533-95.1% | $164,813-20.8% | $199,593-34.6% |
| Participation rate | 98.7% | 78.3%+20.4pp | 78.6%+20.1pp | 72.0%+26.8pp |
| Annual return | 12.32% | 17.93%-5.6pp | 69.93%-57.6pp | 34.25%-21.9pp |
| Employer contribution / active EE | $6,576 | $2,970+121.4% | $4,341+51.5% | $3,034+116.7% |
| Participant deferral / active EE | $8,083 | $5,010+61.4% | $6,031+34.0% | $5,087+58.9% |
| Admin fee / account holder | $54 | $1,982-97.3% | $12,690-99.6% | $269-80.1% |