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 | $44,094 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,536 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 · EIN 33-0785439 | Advisory (Plan) | $8,423 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,131 | $102,553-10.2% | $151,611-39.2% | $66,914+37.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.40% | -10.82%-6.6pp | 3.33%-20.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,236 | $4,180-46.5% | $6,166-63.7% | $2,544-12.1% |
| Participant deferral / active EE | $7,366 | $6,641+10.9% | $8,363-11.9% | $4,237+73.9% |
| Admin fee / account holder | $467 | $630-25.9% | $11,616-96.0% | $593-21.3% |