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 99 · EIN 95-3375345 | Other Fees | $24,897 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,452 |
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 | $26,792 | $53,925-50.3% | $75,670-64.6% | $69,631-61.5% |
| Participation rate | 99.4% | 71.2%+28.2pp | 72.3%+27.0pp | 70.7%+28.7pp |
| Annual return | 23.35% | 17.84%+5.5pp | 27.34%-4.0pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $2,539 | $1,802+40.9% | $2,352+8.0% | $2,032+25.0% |
| Participant deferral / active EE | $4,223 | $2,569+64.4% | $3,142+34.4% | $3,224+31.0% |
| Admin fee / account holder | $21 | $97-78.2% | $5,800-99.6% | $110-80.8% |