Filed January 22, 2020
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 8-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 15 · EIN 47-1411118 | Recordkeeping | $33,343 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,907 | $91,407-12.6% | $135,903-41.2% | $71,457+11.8% |
| Participation rate | 97.2% | 75.7%+21.5pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | 28.79% | 29.90%-1.1pp | 68.23%-39.4pp | 28.85%-0.1pp |
| Employer contribution / active EE | $15,077 | $3,703+307.1% | $4,856+210.5% | $2,588+482.7% |
| Participant deferral / active EE | $6,584 | $7,092-7.2% | $7,758-15.1% | $4,289+53.5% |
| Admin fee / account holder | $564 | $1,266-55.4% | $10,762-94.8% | $1,587-64.5% |