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 | $2,388 |
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 | $195,918 | $66,124+196.3% | $90,404+116.7% | $73,488+166.6% |
| Participation rate | 96.4% | 69.7%+26.7pp | 72.7%+23.7pp | 70.7%+25.7pp |
| Annual return | 27.47% | 17.65%+9.8pp | 1293.02%-1265.5pp | 28.51%-1.0pp |
| Employer contribution / active EE | $5,761 | $2,346+145.5% | $3,262+76.6% | $2,270+153.8% |
| Participant deferral / active EE | $8,421 | $3,039+177.1% | $3,963+112.5% | $3,740+125.2% |
| Admin fee / account holder | $116 | $396-70.6% | $5,611-97.9% | $513-77.3% |