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, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,875 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,313 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,511 | $56,317+417.6% | $71,209+309.4% | $74,304+292.3% |
| Participation rate | 93.1% | 55.1%+38.0pp | 73.8%+19.4pp | 60.3%+32.8pp |
| Annual return | 19.14% | 42.83%-23.7pp | 282.51%-263.4pp | 29.43%-10.3pp |
| Employer contribution / active EE | $6,233 | $2,160+188.6% | $2,721+129.1% | $2,241+178.1% |
| Participant deferral / active EE | $10,223 | $2,788+266.7% | $4,175+144.8% | $3,767+171.4% |
| Admin fee / account holder | $110 | $2,290-95.2% | $5,349-97.9% | $2,969-96.3% |