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 9-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 | $29,732 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,165 |
TD AMERITRADE, INC.4 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
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 | $84,608 | $99,957-15.4% | $149,696-43.5% | $73,488+15.1% |
| Participation rate | 87.8% | 75.7%+12.1pp | 82.5%+5.3pp | 70.7%+17.1pp |
| Annual return | 22.79% | 53.87%-31.1pp | 276.60%-253.8pp | 28.51%-5.7pp |
| Employer contribution / active EE | $1,765 | $3,191-44.7% | $4,644-62.0% | $2,270-22.3% |
| Participant deferral / active EE | $10,603 | $6,073+74.6% | $6,842+55.0% | $3,740+183.5% |
| Admin fee / account holder | $162 | $551-70.6% | $9,309-98.3% | $513-68.4% |