Filed December 16, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $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 | $22,915 | $46,966-51.2% | $185,117-87.6% | $69,631-67.1% |
| Participation rate | 98.3% | 65.3%+33.1pp | 77.3%+21.1pp | 70.7%+27.6pp |
| Annual return | 20.83% | 22.36%-1.5pp | 40.50%-19.7pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $509 | $1,360-62.6% | $4,182-87.8% | $2,032-75.0% |
| Participant deferral / active EE | $3,758 | $3,017+24.6% | $5,045-25.5% | $3,224+16.6% |
| Admin fee / account holder | $24 | $94-74.2% | $8,159-99.7% | $110-78.1% |