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 PARTNERS Service code 37 · EIN 47-1411118 | Loan Processing | $25,000 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL, MID-ATLANTIC Service code 51 · EIN 47-1411118 | Investment Mgmt Fees | $25,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,871 |
TIAA8 years Service code 37 · EIN 13-1624203 | Loan Processing | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $159,459 | $100,923+58.0% | $150,045+6.3% | $74,304+114.6% |
| Participation rate | 24.8% | 70.1%-45.3pp | 82.3%-57.5pp | 60.3%-35.6pp |
| Annual return | 16.59% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $8,511 | $3,463+145.7% | $4,693+81.4% | $2,241+279.8% |
| Participant deferral / active EE | $9,885 | $6,709+47.3% | $7,997+23.6% | $3,767+162.4% |
| Admin fee / account holder | $115 | $2,767-95.9% | $13,435-99.1% | $2,969-96.1% |