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 47-1411118 | Other Fees | $38,589 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,986 |
Service code 12 · EIN 36-4212397 | Participant loan processing; Claims p... | $4,620 |
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 | $35,211 | $55,790-36.9% | $76,817-54.2% | $67,579-47.9% |
| Participation rate | 98.9% | 71.1%+27.8pp | 72.1%+26.8pp | 71.3%+27.6pp |
| Annual return | 27.45% | 64.45%-37.0pp | 1166.11%-1138.7pp | 378.56%-351.1pp |
| Employer contribution / active EE | $3,023 | $1,810+67.0% | $2,302+31.3% | $2,148+40.8% |
| Participant deferral / active EE | $5,370 | $2,875+86.8% | $3,336+61.0% | $3,539+51.7% |
| Admin fee / account holder | $26 | $159-83.9% | $6,420-99.6% | $142-82.0% |