Filed May 31, 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 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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT Service code 27 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $68,000 |
Filed as: JOHN HANCOCK USA Service code 37 · EIN 01-0233346 | Loan Processing | $34,738 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,485 | $155,795-40.6% | $136,294-32.1% | $69,631+32.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.51% | 232464.33%-232447.8pp | 5155.94%-5139.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,725 | $2,991-8.9% | $4,695-42.0% | $2,032+34.1% |
| Participant deferral / active EE | $11,302 | $5,394+109.5% | $6,247+80.9% | $3,224+250.6% |
| Admin fee / account holder | $292 | $128+127.6% | $9,243-96.8% | $110+164.3% |