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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $34,201 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,589 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $74,976 | $102,317-26.7% | $146,958-49.0% | $80,856-7.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 16.42% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $9,158 | $3,713+146.6% | $4,933+85.7% | $2,755+232.4% |
| Participant deferral / active EE | $18,525 | $6,644+178.8% | $8,070+129.6% | $4,296+331.2% |
| Admin fee / account holder | $181 | $7,941-97.7% | $12,998-98.6% | $6,918-97.4% |