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 15 · EIN 47-1411118 | Recordkeeping | $22,738 |
Service code 15 · EIN 02-0794802 1301 S HARRISON STREET · FORT WAYNE, IN 46801 | Recordkeeping | $15,196 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,600 |
STEIDLE PENSION SOLUTIONS LLC1 year Service code 15 · EIN 02-0794802 | Recordkeeping | $230 |
STADION MONEY MANAGEMENT1 year Service code 15 · EIN 58-2099805 | Recordkeeping | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,505 | $86,929+35.2% | $102,423+14.7% | $80,856+45.3% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.6%+23.5pp |
| Annual return | -27.44% | 18.88%-46.3pp | 29.32%-56.8pp | 35.59%-63.0pp |
| Employer contribution / active EE | $7,936 | $2,369+235.0% | $3,023+162.5% | $2,755+188.1% |
| Participant deferral / active EE | $9,276 | $4,118+125.2% | $5,053+83.6% | $4,296+115.9% |
| Admin fee / account holder | $675 | $8,049-91.6% | $9,451-92.9% | $6,918-90.2% |