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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,500 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,955 |
401K ADVISORS INC1+ years Service code 15 · EIN 33-0905143 | Recordkeeping | $5,558 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,162 | $33,745-31.4% | $64,105-63.9% | $55,191-58.0% |
| Participation rate | 90.7% | 59.4%+31.4pp | 68.2%+22.6pp | 69.2%+21.6pp |
| Annual return | 1.70% | 4.95%-3.2pp | 791.24%-789.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $211 | $641-67.1% | $1,820-88.4% | $1,899-88.9% |
| Participant deferral / active EE | $2,541 | $1,929+31.7% | $2,822-9.9% | $3,046-16.6% |
| Admin fee / account holder | $38 | $94-60.2% | $4,499-99.2% | $91-58.7% |