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 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
Form 5500 reported that benefits due were not provided when due.
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 | $155,846 | $51,620+201.9% | $90,281+72.6% | $65,185+139.1% |
| Participation rate | 96.8% | 68.6%+28.2pp | 73.3%+23.5pp | 70.2%+26.6pp |
| Annual return | 25.96% | 24.94%+1.0pp | 78.10%-52.1pp | 29.38%-3.4pp |
| Employer contribution / active EE | $5,104 | $2,235+128.4% | $2,854+78.8% | $2,177+134.5% |
| Participant deferral / active EE | $8,437 | $2,871+193.9% | $3,885+117.2% | $3,514+140.1% |
| Admin fee / account holder | $118 | $384-69.3% | $5,351-97.8% | $847-86.1% |