Filed January 12, 2022
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,977 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,416 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,591 | $80,177-75.6% | $123,892-84.2% | $57,658-66.0% |
| Participation rate | 96.5% | 74.4%+22.1pp | 81.4%+15.1pp | 70.2%+26.3pp |
| Annual return | 9.33% | 17.90%-8.6pp | 47.52%-38.2pp | 5.13%+4.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,806 | $5,130-45.3% | $5,984-53.1% | $3,061-8.3% |
| Admin fee / account holder | $75 | $106-29.6% | $8,357-99.1% | $95-20.8% |