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 6-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 15 · EIN 35-0145825 | Recordkeeping | $29,041 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $12,024 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,844 | $78,419-21.1% | $133,956-53.8% | $73,409-15.8% |
| Participation rate | 32.5% | 78.6%-46.1pp | 79.8%-47.4pp | 72.2%-39.7pp |
| Annual return | 1627.65% | 33.35%+1594.3pp | 45.09%+1582.6pp | 59.29%+1568.4pp |
| Employer contribution / active EE | $1,282 | $2,044-37.3% | $3,919-67.3% | $2,234-42.6% |
| Participant deferral / active EE | $2,367 | $3,925-39.7% | $5,048-53.1% | $3,805-37.8% |
| Admin fee / account holder | $151 | $161-6.5% | $8,927-98.3% | $158-4.5% |