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 9-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 42-0127290 | Contract Administrator | $22,718 |
Filed as: GLOBAL RETIREMENT PARTNE Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,979 |
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 | $31,048 | $51,620-39.9% | $90,281-65.6% | $65,185-52.4% |
| Participation rate | 80.2% | 68.6%+11.5pp | 73.3%+6.9pp | 70.2%+10.0pp |
| Annual return | 23.91% | 24.94%-1.0pp | 78.10%-54.2pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,304 | $2,235-41.6% | $2,854-54.3% | $2,177-40.1% |
| Participant deferral / active EE | $2,938 | $2,871+2.4% | $3,885-24.4% | $3,514-16.4% |
| Admin fee / account holder | $271 | $384-29.6% | $5,351-94.9% | $847-68.0% |