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 99 · EIN 47-1411118 | Other Fees | $8,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,363 | $40,174-64.2% | $84,015-82.9% | $67,579-78.7% |
| Participation rate | 50.5% | 62.7%-12.2pp | 69.0%-18.5pp | 71.3%-20.8pp |
| Annual return | 23.98% | 25.82%-1.8pp | 71.31%-47.3pp | 378.56%-354.6pp |
| Employer contribution / active EE | $330 | $808-59.1% | $1,983-83.4% | $2,148-84.6% |
| Participant deferral / active EE | $1,044 | $2,301-54.6% | $3,239-67.8% | $3,539-70.5% |
| Admin fee / account holder | $16 | $128-87.7% | $6,101-99.7% | $142-88.9% |