Filed June 26, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $273,720 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,410 | $115,444+41.5% | $65,493+149.5% | $102,872+58.8% |
| Participation rate | 87.2% | 71.2%+16.1pp | 73.1%+14.1pp | 73.0%+14.2pp |
| Annual return | 11.41% | 15.94%-4.5pp | 982.45%-971.0pp | 19.06%-7.6pp |
| Employer contribution / active EE | $6,023 | $3,409+76.7% | $2,574+134.0% | $3,526+70.8% |
| Participant deferral / active EE | $4,903 | $4,118+19.0% | $3,961+23.8% | $5,535-11.4% |
| Admin fee / account holder | $75 | $123-38.8% | $5,028-98.5% | $292-74.2% |