Filed November 5, 2020
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $60,123 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $17,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $16,798 | $62,928-73.3% | $172,739-90.3% | $67,579-75.1% |
| Participation rate | 67.9% | 64.5%+3.5pp | 82.6%-14.7pp | 71.3%-3.3pp |
| Annual return | 22.61% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $232 | $1,636-85.9% | $5,143-95.5% | $2,148-89.2% |
| Participant deferral / active EE | $1,108 | $2,145-48.3% | $5,198-78.7% | $3,539-68.7% |
| Admin fee / account holder | $55 | $167-66.8% | $13,954-99.6% | $142-61.1% |