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, LLC Service code 99 · EIN 47-1411118 | Other Fees | $48,568 |
Filed as: CONCIERGE RETIREMENT SERVICES INC Service code 49 7 RYE RIDGE PLAZA · RYE BROOK, NY 10573 | Other Services | $10,239 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 64 | Recordkeeping Fees | $39 |
Filed as: VOYA RETIREMENT INSURANCE AND ANN Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,075 | $73,360+141.4% | $177,989-0.5% | $74,495+137.7% |
| Participation rate | 50.0% | 66.6%-16.6pp | 77.1%-27.1pp | 67.2%-17.2pp |
| Annual return | 13.15% | 17.49%-4.3pp | 294.48%-281.3pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,398 | $2,216-36.9% | $3,949-64.6% | $2,623-46.7% |
| Participant deferral / active EE | $6,499 | $4,513+44.0% | $6,276+3.6% | $4,346+49.6% |
| Admin fee / account holder | $86 | $1,808-95.3% | $10,363-99.2% | $1,942-95.6% |