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 | $27,378 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,348 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,670 | $99,957-24.3% | $149,696-49.5% | $73,488+3.0% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.5%+8.9pp | 70.7%+20.7pp |
| Annual return | 16.70% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $7,357 | $3,191+130.5% | $4,644+58.4% | $2,270+224.1% |
| Participant deferral / active EE | $8,836 | $6,073+45.5% | $6,842+29.1% | $3,740+136.3% |
| Admin fee / account holder | $270 | $551-51.0% | $9,309-97.1% | $513-47.4% |