Filed August 31, 2023 (most recent of 3 filings on file)
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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.
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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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,587 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,093 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,624 | $48,335-44.9% | $121,098-78.0% | $71,457-62.7% |
| Participation rate | 86.7% | 54.3%+32.4pp | 69.5%+17.2pp | 67.9%+18.7pp |
| Annual return | 17.71% | 23.32%-5.6pp | 985.75%-968.0pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,360 | $1,489-8.6% | $4,164-67.3% | $2,588-47.4% |
| Participant deferral / active EE | $4,412 | $2,754+60.2% | $4,080+8.1% | $4,289+2.9% |
| Admin fee / account holder | $200 | $1,841-89.1% | $5,644-96.5% | $1,587-87.4% |