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 | $48,981 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,415 |
Service code 12 · EIN 36-4212397 | Claims processing; Participant loan p... | $4,660 |
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 | $42,345 | $61,473-31.1% | $81,930-48.3% | $73,409-42.3% |
| Participation rate | 98.8% | 72.4%+26.4pp | 72.0%+26.8pp | 72.2%+26.6pp |
| Annual return | 19.14% | 28.26%-9.1pp | 29.49%-10.4pp | 59.29%-40.2pp |
| Employer contribution / active EE | $2,792 | $1,898+47.1% | $4,310-35.2% | $2,234+25.0% |
| Participant deferral / active EE | $5,476 | $3,080+77.8% | $7,107-22.9% | $3,805+43.9% |
| Admin fee / account holder | $24 | $125-80.6% | $5,158-99.5% | $158-84.6% |