Filed April 7, 2021
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,497 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,375 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $13,020 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $8,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,170 | $112,623-56.3% | $106,213-53.7% | $199,593-75.4% |
| Participation rate | 92.1% | 86.2%+5.8pp | 75.3%+16.8pp | 72.0%+20.1pp |
| Annual return | 13.56% | 15.57%-2.0pp | 116.14%-102.6pp | 34.25%-20.7pp |
| Employer contribution / active EE | $1,547 | $4,575-66.2% | $3,171-51.2% | $3,034-49.0% |
| Participant deferral / active EE | $2,966 | $6,659-55.5% | $5,016-40.9% | $5,087-41.7% |
| Admin fee / account holder | $73 | $107-32.1% | $11,033-99.3% | $269-73.0% |