Filed February 10, 2021 (most recent of 5 filings on file)
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, LLC Service code 27 980 JOLLY RD · BLUE BELL, PA 19422 | Advisory (Plan) | $72,238 |
NEWPORT GROUP, INC.9+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Claims processing... | $56,322 |
MAILLIE LLP2 years Filed as: MAILLIE, LLP Service code 10 · EIN 23-1518888 | Accounting | $16,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,923 | $89,588+22.7% | $136,007-19.2% | $77,643+41.6% |
| Participation rate | 96.7% | 74.3%+22.4pp | 76.5%+20.2pp | 70.6%+26.1pp |
| Annual return | 15.88% | 17.42%-1.5pp | 579.32%-563.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $4,862 | $3,491+39.3% | $4,217+15.3% | $2,726+78.4% |
| Participant deferral / active EE | $6,922 | $5,591+23.8% | $7,025-1.5% | $4,647+48.9% |
| Admin fee / account holder | $367 | $539-31.8% | $6,858-94.6% | $430-14.6% |