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 15 · EIN 01-0233346 | Recordkeeping | $3,096 |
Filed as: GLOBAL RETIREMENT PARTNER Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
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 | $36,552 | $33,067+10.5% | $76,523-52.2% | $56,287-35.1% |
| Participation rate | 91.3% | 55.4%+35.9pp | 68.0%+23.3pp | 69.9%+21.4pp |
| Annual return | 8.81% | 2.72%+6.1pp | -0.27%+9.1pp | -9.96%+18.8pp |
| Employer contribution / active EE | $935 | $1,200-22.1% | $2,647-64.7% | $2,111-55.7% |
| Participant deferral / active EE | $2,423 | $2,240+8.2% | $3,835-36.8% | $3,350-27.7% |
| Admin fee / account holder | $144 | $537-73.2% | $4,848-97.0% | $521-72.4% |