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 | $6,099 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,409 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,522 | $60,795-64.6% | $69,455-69.0% | $65,185-67.0% |
| Participation rate | 90.6% | 74.9%+15.7pp | 74.6%+15.9pp | 70.2%+20.4pp |
| Annual return | 7.34% | 17.46%-10.1pp | 28.97%-21.6pp | 29.38%-22.0pp |
| Employer contribution / active EE | $2,269 | $2,452-7.5% | $2,779-18.4% | $2,177+4.2% |
| Participant deferral / active EE | $3,593 | $3,162+13.6% | $3,535+1.6% | $3,514+2.3% |
| Admin fee / account holder | $95 | $314-69.8% | $3,839-97.5% | $847-88.8% |