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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $18,354 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $16,319 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,128 | $62,132+6.4% | $185,823-64.4% | $73,488-10.0% |
| Participation rate | 80.8% | 67.8%+13.0pp | 78.0%+2.8pp | 70.7%+10.1pp |
| Annual return | 19.40% | 20.44%-1.0pp | 35.95%-16.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,638 | $1,681-2.6% | $4,087-59.9% | $2,270-27.8% |
| Participant deferral / active EE | $5,224 | $3,711+40.8% | $5,632-7.2% | $3,740+39.7% |
| Admin fee / account holder | $279 | $419-33.4% | $9,500-97.1% | $513-45.6% |