Filed February 12, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC7+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,097 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $4,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,267 | $86,2250% | $146,665-41.2% | $86,799-0.6% |
| Participation rate | 95.5% | 78.0%+17.5pp | 80.1%+15.4pp | 72.3%+23.2pp |
| Annual return | 19.12% | 31.23%-12.1pp | 22.74%-3.6pp | 97.91%-78.8pp |
| Employer contribution / active EE | $4,056 | $2,392+69.6% | $4,136-1.9% | $2,405+68.6% |
| Participant deferral / active EE | $8,806 | $4,245+107.4% | $5,506+59.9% | $4,131+113.2% |
| Admin fee / account holder | $55 | $195-72.0% | $10,280-99.5% | $170-67.8% |