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 | $78,378 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,974 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,207 | $122,239+4.1% | $184,203-30.9% | $74,495+70.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.89% | 19.95%-6.1pp | 28.81%-14.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $6,488 | $4,537+43.0% | $6,427+0.9% | $2,623+147.4% |
| Participant deferral / active EE | $7,703 | $7,139+7.9% | $9,131-15.6% | $4,346+77.2% |
| Admin fee / account holder | $284 | $1,260-77.5% | $13,901-98.0% | $1,942-85.4% |