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 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $67,431 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 41-1411118 | Consulting | $40,000 |
TYLER ASSOCIATES INC3 years Filed as: TYLER, SIMMS & ST SAUVEUR PC Service code 10 19 MORGAN DR · LEBANON, NH 03766 | Accounting | $12,131 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $88,468 | $62,928+40.6% | $172,739-48.8% | $67,579+30.9% |
| Participation rate | 93.7% | 64.5%+29.3pp | 82.6%+11.1pp | 71.3%+22.4pp |
| Annual return | 19.56% | 30.36%-10.8pp | 802.84%-783.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $4,358 | $1,636+166.4% | $5,143-15.3% | $2,148+102.9% |
| Participant deferral / active EE | $5,664 | $2,145+164.1% | $5,198+9.0% | $3,539+60.0% |
| Admin fee / account holder | $201 | $167+20.8% | $13,954-98.6% | $142+41.5% |