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 | $62,283 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 · EIN 47-1411118 | Other Fees | $18,130 |
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 | $17,807 | $52,293-65.9% | $178,490-90.0% | $73,409-75.7% |
| Participation rate | 74.5% | 65.3%+9.1pp | 81.9%-7.4pp | 72.2%+2.3pp |
| Annual return | 16.42% | 34.75%-18.3pp | 151.07%-134.6pp | 59.29%-42.9pp |
| Employer contribution / active EE | $285 | $1,735-83.6% | $5,011-94.3% | $2,234-87.2% |
| Participant deferral / active EE | $1,326 | $2,332-43.1% | $5,202-74.5% | $3,805-65.1% |
| Admin fee / account holder | $51 | $127-60.1% | $13,984-99.6% | $158-67.8% |