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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNER Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,332 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,984 |
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 | $50,972 | $43,133+18.2% | $89,391-43.0% | $73,488-30.6% |
| Participation rate | 88.0% | 55.0%+33.0pp | 68.0%+20.0pp | 70.7%+17.3pp |
| Annual return | 18.14% | 135.66%-117.5pp | 245.62%-227.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,035 | $1,438-28.0% | $2,586-60.0% | $2,270-54.4% |
| Participant deferral / active EE | $2,742 | $2,445+12.2% | $3,890-29.5% | $3,740-26.7% |
| Admin fee / account holder | $305 | $444-31.3% | $4,881-93.8% | $513-40.6% |