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: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 | Contract Administrator | $19,839 |
Filed as: GLOBAL RETIREMENT PARTNERS, LL Service code 26 · EIN 47-1411118 396 COMMONWEALTH AVENUE · BOSTON, MA 02215 | Advisory (Participants) | $16,885 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 · EIN 47-4324398 2000 CHAPEL VIEW BLVD. SUITE 240 · CRANSTON, RI 02920 | Contract Administrator | $12,570 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $250 |
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 | $29,247 | $80,724-63.8% | $103,333-71.7% | $74,495-60.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 15.11% | 27.56%-12.5pp | 24.88%-9.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,052 | $3,157-3.3% | $3,868-21.1% | $2,623+16.3% |
| Participant deferral / active EE | $2,793 | $3,860-27.6% | $5,057-44.8% | $4,346-35.7% |
| Admin fee / account holder | $130 | $2,368-94.5% | $8,355-98.4% | $1,942-93.3% |