Filed September 16, 2022
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 | $24,202 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,300 |
ADP BROKER-DEALER6+ 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 | $151,768 | $79,519+90.9% | $95,952+58.2% | $73,409+106.7% |
| Participation rate | 97.3% | 81.2%+16.1pp | 77.1%+20.2pp | 72.2%+25.1pp |
| Annual return | 15.72% | 19.20%-3.5pp | 91.61%-75.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $4,369 | $2,048+113.4% | $2,541+71.9% | $2,234+95.6% |
| Participant deferral / active EE | $6,813 | $4,138+64.6% | $4,167+63.5% | $3,805+79.0% |
| Admin fee / account holder | $83 | $184-55.0% | $6,795-98.8% | $158-47.5% |