Filed November 3, 2023
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $51,894 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $20,000 |
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 | $113,375 | $70,083+61.8% | $59,878+89.3% | $55,725+103.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -2.70% | 3.13%-5.8pp | 3.46%-6.2pp | 244.93%-247.6pp |
| Employer contribution / active EE | $4,825 | $2,878+67.6% | $2,722+77.3% | $2,078+132.2% |
| Participant deferral / active EE | $5,106 | $3,079+65.8% | $3,402+50.1% | $3,356+52.2% |
| Admin fee / account holder | $111 | $70+57.9% | $3,590-96.9% | $115-3.6% |