Filed January 23, 2017
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 35-0145825 | Recordkeeping | $58,807 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $27,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,223 | $82,917-39.4% | $103,333-51.4% | $77,643-35.3% |
| Participation rate | 87.0% | 71.6%+15.4pp | 74.5%+12.5pp | 70.6%+16.4pp |
| Annual return | 13.84% | 19.13%-5.3pp | 24.88%-11.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,365 | $3,552-61.6% | $3,868-64.7% | $2,726-49.9% |
| Participant deferral / active EE | $5,099 | $4,108+24.1% | $5,057+0.8% | $4,647+9.7% |
| Admin fee / account holder | $124 | $638-80.6% | $8,355-98.5% | $430-71.2% |