Filed May 31, 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 10-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 |
|---|---|---|
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 Service code 37 · EIN 01-0233346 | Loan Processing | $33,326 |
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 | $87,654 | $75,388+16.3% | $123,544-29.1% | $55,725+57.3% |
| Participation rate | 98.8% | 75.7%+23.2pp | 82.3%+16.5pp | 70.9%+28.0pp |
| Annual return | -5.11% | 4.48%-9.6pp | 119.20%-124.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,864 | $3,063-39.1% | $4,628-59.7% | $2,078-10.3% |
| Participant deferral / active EE | $11,991 | $5,651+112.2% | $6,426+86.6% | $3,356+257.4% |
| Admin fee / account holder | $278 | $120+131.8% | $9,284-97.0% | $115+141.0% |