Filed September 12, 2025 (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 |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $49,467 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,750 |
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 | $229,576 | $67,984+237.7% | $65,493+250.5% | $74,304+209.0% |
| Participation rate | 97.3% | 66.3%+30.9pp | 73.1%+24.2pp | 60.3%+36.9pp |
| Annual return | 15.28% | 19.87%-4.6pp | 982.45%-967.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $9,680 | $2,491+288.5% | $2,574+276.0% | $2,241+331.9% |
| Participant deferral / active EE | $8,793 | $3,346+162.8% | $3,961+122.0% | $3,767+133.4% |
| Admin fee / account holder | $195 | $1,373-85.8% | $5,028-96.1% | $2,969-93.4% |