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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $129,913 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $70,000 |
PRITCHARD & JERDEN, INC1 year Filed as: PRITCHARD, BIELER& WILLISON Service code 10 · EIN 23-3019016 | Accounting | $14,630 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,072 | $155,795-48.0% | $136,294-40.5% | $69,631+16.4% |
| Participation rate | 76.0% | 75.2%+0.7pp | 81.9%-5.9pp | 70.7%+5.3pp |
| Annual return | 18.77% | 232464.33%-232445.6pp | 5155.94%-5137.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,096 | $2,991-63.4% | $4,695-76.7% | $2,032-46.1% |
| Participant deferral / active EE | $6,464 | $5,394+19.8% | $6,247+3.5% | $3,224+100.5% |
| Admin fee / account holder | $463 | $128+261.2% | $9,243-95.0% | $110+319.5% |