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 PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $58,175 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $171,480 | $137,414+24.8% | $189,513-9.5% | $85,850+99.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.78% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.7pp |
| Employer contribution / active EE | $9,165 | $4,344+111.0% | $6,162+48.7% | $2,565+257.3% |
| Participant deferral / active EE | $13,295 | $6,260+112.4% | $8,221+61.7% | $3,952+236.4% |
| Admin fee / account holder | $671 | $8,630-92.2% | $12,045-94.4% | $6,260-89.3% |