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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $26,904 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 303 5TH AVE, RM 703 · NEW YORK, NY 100166684 | Advisory (Plan) | $21,039 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,592 | $69,159-84.7% | $125,175-91.5% | $67,579-84.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 21.34% | 27.12%-5.8pp | 43.79%-22.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,222 | $3,700-12.9% | $4,937-34.7% | $3,539-9.0% |
| Admin fee / account holder | $77 | $142-45.7% | $9,702-99.2% | $142-45.9% |