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 6-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, LLC Service code 20 451 S. BETHELEM PIKE · FORT WASHINGTON, PA 19034 | Trustee (individual) | $6,813 |
EMPLOYEE FIDUCIARY, LLC1 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $4,195 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE FIDUCIARY Service code 15 | Recordkeeping | $1,504 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,207 | $55,415-90.6% | $155,509-96.7% | $74,495-93.0% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 17.00% | 268.50%-251.5pp | 64.67%-47.7pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,233 | $2,267-45.6% | $4,672-73.6% | $2,623-53.0% |
| Participant deferral / active EE | $1,095 | $2,836-61.4% | $5,626-80.5% | $4,346-74.8% |
| Admin fee / account holder | $33 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |