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 LLC10+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,547 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $14,657 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,695 | $2,679,533-96.9% | $164,813-49.2% | $199,593-58.1% |
| Participation rate | 95.1% | 78.3%+16.8pp | 78.6%+16.5pp | 72.0%+23.1pp |
| Annual return | 16.64% | 17.93%-1.3pp | 69.93%-53.3pp | 34.25%-17.6pp |
| Employer contribution / active EE | $3,665 | $2,970+23.4% | $4,341-15.6% | $3,034+20.8% |
| Participant deferral / active EE | $7,808 | $5,010+55.9% | $6,031+29.5% | $5,087+53.5% |
| Admin fee / account holder | $42 | $1,982-97.9% | $12,690-99.7% | $269-84.5% |