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 |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $26,739 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 30505 BAINBRIDGE ROAD · SOLON, OH 44139 | Advisory (Plan) | $22,583 |
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 | $150,079 | $79,171+89.6% | $102,423+46.5% | $74,495+101.5% |
| Participation rate | 95.7% | 74.8%+20.9pp | 76.5%+19.2pp | 67.2%+28.5pp |
| Annual return | 17.54% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $4,181 | $2,362+77.0% | $3,023+38.3% | $2,623+59.4% |
| Participant deferral / active EE | $4,486 | $4,415+1.6% | $5,053-11.2% | $4,346+3.2% |
| Admin fee / account holder | $364 | $2,001-81.8% | $9,451-96.1% | $1,942-81.2% |