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 | $30,772 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,133 | $42,810-55.3% | $169,463-88.7% | $55,725-65.7% |
| Participation rate | 84.9% | 64.7%+20.1pp | 77.8%+7.1pp | 70.9%+14.0pp |
| Annual return | -6.99% | -3.61%-3.4pp | 1.83%-8.8pp | 244.93%-251.9pp |
| Employer contribution / active EE | $434 | $1,402-69.0% | $4,159-89.6% | $2,078-79.1% |
| Participant deferral / active EE | $2,985 | $3,141-5.0% | $5,277-43.4% | $3,356-11.0% |
| Admin fee / account holder | $26 | $106-75.9% | $9,109-99.7% | $115-77.8% |