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 9-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 | Other Fees | $45,897 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $10,700 |
Service code 99 · EIN 47-1411118 | Other Fees | $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 | $94,954 | $86,944+9.2% | $107,525-11.7% | $74,304+27.8% |
| Participation rate | 47.2% | 59.6%-12.3pp | 75.1%-27.8pp | 60.3%-13.1pp |
| Annual return | 14.70% | 23.52%-8.8pp | 181.32%-166.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,791 | $2,757-35.0% | $3,754-52.3% | $2,241-20.1% |
| Participant deferral / active EE | $3,897 | $3,554+9.7% | $5,116-23.8% | $3,767+3.5% |
| Admin fee / account holder | $70 | $3,727-98.1% | $8,919-99.2% | $2,969-97.6% |