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 | $33,074 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,793 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,667 | $98,982-7.4% | $162,163-43.5% | $65,185+40.6% |
| Participation rate | 88.9% | 85.8%+3.1pp | 87.6%+1.3pp | 70.2%+18.7pp |
| Annual return | 22.93% | 24.84%-1.9pp | 115.59%-92.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,453 | $3,467-58.1% | $5,614-74.1% | $2,177-33.3% |
| Participant deferral / active EE | $6,338 | $5,384+17.7% | $7,298-13.2% | $3,514+80.4% |
| Admin fee / account holder | $375 | $596-37.1% | $10,843-96.5% | $847-55.7% |