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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.
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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 | $81,030 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,907 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,487 | $85,135+82.6% | $98,907+57.2% | $73,409+111.8% |
| Participation rate | 97.2% | 81.1%+16.0pp | 76.0%+21.1pp | 72.2%+25.0pp |
| Annual return | 11.76% | 19.14%-7.4pp | 196.43%-184.7pp | 59.29%-47.5pp |
| Employer contribution / active EE | $4,860 | $2,721+78.6% | $2,689+80.8% | $2,234+117.6% |
| Participant deferral / active EE | $6,552 | $4,349+50.7% | $4,244+54.4% | $3,805+72.2% |
| Admin fee / account holder | $220 | $139+58.3% | $6,642-96.7% | $158+39.6% |