Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 88 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 Service code 15 · EIN 47-1411118 | Recordkeeping | $24,895 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $19,090 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,750 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $90,137 | $98,982-8.9% | $162,163-44.4% | $65,185+38.3% |
| Participation rate | 95.7% | 85.8%+10.0pp | 87.6%+8.2pp | 70.2%+25.5pp |
| Annual return | 52.11% | 24.84%+27.3pp | 115.59%-63.5pp | 29.38%+22.7pp |
| Employer contribution / active EE | $4,525 | $3,467+30.5% | $5,614-19.4% | $2,177+107.9% |
| Participant deferral / active EE | $5,262 | $5,384-2.3% | $7,298-27.9% | $3,514+49.8% |
| Admin fee / account holder | $212 | $596-64.4% | $10,843-98.0% | $847-74.9% |