Filed February 12, 2016
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 9-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,963 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $10,607 |
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 | $71,708 | $91,372-21.5% | $129,995-44.8% | $74,419-3.6% |
| Participation rate | 92.4% | 77.8%+14.6pp | 78.5%+14.0pp | 70.7%+21.7pp |
| Annual return | 19.92% | 23.21%-3.3pp | -137.18%+157.1pp | 34.38%-14.5pp |
| Employer contribution / active EE | $3,614 | $2,563+41.0% | $4,320-16.3% | $2,637+37.0% |
| Participant deferral / active EE | $7,549 | $4,721+59.9% | $5,820+29.7% | $4,528+66.7% |
| Admin fee / account holder | $41 | $283-85.7% | $10,614-99.6% | $348-88.3% |