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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,740 |
Service code 27 | Advisory (Plan) | $16,307 |
PEAK RETIREMENT GROUP2 years Service code 13 · EIN 81-0831793 | Contract Administrator | $5,482 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,502 | $49,915-56.9% | $154,803-86.1% | $74,304-71.1% |
| Participation rate | 86.2% | 54.0%+32.3pp | 78.1%+8.2pp | 60.3%+25.9pp |
| Annual return | 13.98% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.4pp |
| Employer contribution / active EE | $766 | $1,611-52.5% | $4,305-82.2% | $2,241-65.8% |
| Participant deferral / active EE | $1,886 | $2,255-16.4% | $5,540-66.0% | $3,767-49.9% |
| Admin fee / account holder | $166 | $2,189-92.4% | $14,329-98.8% | $2,969-94.4% |