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 | $4,625 |
Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $4,563 |
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 | $62,124 | $91,762-32.3% | $67,502-8.0% | $77,643-20.0% |
| Participation rate | 36.6% | 75.9%-39.3pp | 72.9%-36.3pp | 70.6%-34.0pp |
| Annual return | 13.61% | 14.87%-1.3pp | 3512.12%-3498.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,366 | $3,181-57.1% | $2,731-50.0% | $2,726-49.9% |
| Participant deferral / active EE | $1,688 | $3,903-56.7% | $4,000-57.8% | $4,647-63.7% |
| Admin fee / account holder | $123 | $176-30.1% | $3,998-96.9% | $430-71.4% |