Filed May 16, 2023 (most recent of 4 filings on file)
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 PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $18,500 |
Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $3,931 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,116 | $83,884-30.7% | $64,056-9.3% | $74,419-21.9% |
| Participation rate | 25.9% | 76.6%-50.8pp | 72.3%-46.4pp | 70.7%-44.9pp |
| Annual return | 15.12% | 16.57%-1.5pp | 33.69%-18.6pp | 34.38%-19.3pp |
| Employer contribution / active EE | $1,346 | $3,084-56.4% | $2,747-51.0% | $2,637-49.0% |
| Participant deferral / active EE | $1,627 | $3,692-55.9% | $3,880-58.1% | $4,528-64.1% |
| Admin fee / account holder | $90 | $196-53.9% | $3,068-97.1% | $348-74.0% |