Filed June 17, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $45,884 |
CHEMUNG CANAL TRUST COMPANY10+ years Service code 15 · EIN 16-0380815 | Recordkeeping | $25,584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,712 | $81,460+23.6% | $103,333-2.5% | $80,856+24.6% |
| Participation rate | 82.5% | 66.8%+15.7pp | 74.5%+8.0pp | 67.6%+14.9pp |
| Annual return | 12.45% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,846 | $3,105+217.1% | $3,868+154.6% | $2,755+257.4% |
| Participant deferral / active EE | $4,452 | $3,869+15.1% | $5,057-12.0% | $4,296+3.6% |
| Admin fee / account holder | $810 | $6,566-87.7% | $8,355-90.3% | $6,918-88.3% |