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 9-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 Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 99 · EIN 20-8874282 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,426 | $89,355-64.8% | $141,162-77.7% | $72,985-56.9% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.5%+3.4pp | 69.5%+16.4pp |
| Annual return | 25.30% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,943 | $3,114-5.5% | $4,735-37.8% | $2,440+20.6% |
| Participant deferral / active EE | $4,753 | $5,418-12.3% | $6,709-29.2% | $3,607+31.8% |
| Admin fee / account holder | $30 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |