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 28 · EIN 47-1411118 | Investment Management | $52,482 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,004 |
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 | $55,272 | $48,064+15.0% | $78,778-29.8% | $69,631-20.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 16.59% | 21.81%-5.2pp | 35.62%-19.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,038 | $744+174.1% | $1,986+2.6% | $2,032+0.3% |
| Participant deferral / active EE | $3,063 | $2,079+47.3% | $2,958+3.5% | $3,224-5.0% |
| Admin fee / account holder | $38 | $152-75.0% | $5,134-99.3% | $110-65.6% |