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 13 · EIN 06-1050034 | Contract Administrator | $14,815 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,751 |
ALEXANDRIA ALEJANDRES1 year Filed as: ALEXANDRIA GONZALEZ Service code 56 MEDALLION FINANCIAL CORPORATION · NEW YORK, NY 10022 | Non-monetary compensation | $0 |
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 | $86,307 | $89,739-3.8% | $149,718-42.4% | $62,292+38.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.21% | 21.01%+1.2pp | 1501.63%-1479.4pp | 28.90%-6.7pp |
| Employer contribution / active EE | $1,538 | $3,233-52.4% | $5,445-71.8% | $2,042-24.7% |
| Participant deferral / active EE | $6,329 | $4,797+31.9% | $6,569-3.6% | $3,169+99.7% |
| Admin fee / account holder | $183 | $551-66.8% | $11,283-98.4% | $479-61.8% |