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 8-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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,352 |
PPS PENSION & FINANCIAL SERVICES1+ years Filed as: PPS PENSION & FINANCIAL Service code 13 | Contract Administrator | $21,443 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,584 |
PPS PENSION & FINANCIAL SERVICES1+ years Service code 13 · EIN 16-1062503 | Contract Administrator | $5,074 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,990 | $65,118+15.2% | $76,768-2.3% | $55,725+34.6% |
| Participation rate | 83.6% | 79.6%+4.0pp | 77.0%+6.6pp | 70.9%+12.7pp |
| Annual return | -3.79% | -1.27%-2.5pp | 2.43%-6.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,253 | $1,941+16.1% | $2,485-9.3% | $2,078+8.4% |
| Participant deferral / active EE | $4,047 | $3,688+9.7% | $3,852+5.1% | $3,356+20.6% |
| Admin fee / account holder | $150 | $116+29.4% | $6,675-97.8% | $115+30.1% |