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 | $41,271 |
Filed as: GLOBAL RETIREMENT PARNERS LLC Service code 27 | Advisory (Plan) | $13,936 |
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 | $36,313 | $84,487-57.0% | $125,339-71.0% | $66,914-45.7% |
| Participation rate | 98.6% | 76.4%+22.1pp | 82.4%+16.2pp | 69.8%+28.8pp |
| Annual return | -14.89% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,635 | $3,553+2.3% | $4,814-24.5% | $2,544+42.9% |
| Participant deferral / active EE | $7,475 | $6,781+10.2% | $7,446+0.4% | $4,237+76.4% |
| Admin fee / account holder | $244 | $685-64.3% | $10,010-97.6% | $593-58.8% |