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 | $90,562 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,860 |
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 | $63,575 | $40,174+58.3% | $84,015-24.3% | $67,579-5.9% |
| Participation rate | 99.9% | 62.7%+37.2pp | 69.0%+30.9pp | 71.3%+28.6pp |
| Annual return | 21.94% | 25.82%-3.9pp | 71.31%-49.4pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,115 | $808+161.9% | $1,983+6.6% | $2,148-1.5% |
| Participant deferral / active EE | $3,146 | $2,301+36.7% | $3,239-2.9% | $3,539-11.1% |
| Admin fee / account holder | $226 | $128+76.0% | $6,101-96.3% | $142+58.7% |