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 PARTNERS Service code 17 · EIN 20-8733179 | Pension Consulting | $25,000 |
NYHART5+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $13,445 |
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 | $56,327 | $63,114-10.8% | $92,893-39.4% | $65,185-13.6% |
| Participation rate | 92.1% | 68.8%+23.3pp | 76.0%+16.1pp | 70.2%+21.9pp |
| Annual return | 25.16% | 28.75%-3.6pp | 109.41%-84.3pp | 29.38%-4.2pp |
| Employer contribution / active EE | $2,173 | $2,571-15.5% | $3,653-40.5% | $2,177-0.1% |
| Participant deferral / active EE | $2,339 | $3,108-24.8% | $4,236-44.8% | $3,514-33.4% |
| Admin fee / account holder | $175 | $624-72.0% | $5,794-97.0% | $847-79.4% |