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 | $28,515 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS Service code 49 | Other Services | $2,461 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL NEW ENGLAND Service code 49 | Other Services | $2,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,005 | $84,487-59.8% | $125,339-72.9% | $66,914-49.2% |
| Participation rate | 45.7% | 76.4%-30.8pp | 82.4%-36.7pp | 69.8%-24.2pp |
| Annual return | 2.40% | -8.39%+10.8pp | 572.05%-569.7pp | 1.58%+0.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $19,737 | $6,781+191.0% | $7,446+165.1% | $4,237+365.8% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.9% | $593-97.5% |