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 15 · EIN 47-1411118 | Recordkeeping | $36,588 |
SPECTRUM INVESTMENT ADVISORS5+ years Service code 15 · EIN 39-1828175 | Recordkeeping | $35,616 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $28,888 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $145,101 | $74,347+95.2% | $93,606+55.0% | $67,579+114.7% |
| Participation rate | 95.4% | 80.6%+14.7pp | 75.8%+19.5pp | 71.3%+24.1pp |
| Annual return | 19.13% | 28.07%-8.9pp | 32.76%-13.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $5,207 | $2,583+101.6% | $2,718+91.6% | $2,148+142.5% |
| Participant deferral / active EE | $5,727 | $4,060+41.1% | $4,069+40.8% | $3,539+61.8% |
| Admin fee / account holder | $234 | $123+90.5% | $7,888-97.0% | $142+64.3% |