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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $63,813 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $20,000 |
Filed as: CBIZ MHM, LLC Service code 28 · EIN 26-3753134 | Investment Management | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,594 | $84,948+57.3% | $70,449+89.6% | $73,409+82.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 9.57% | 13.39%-3.8pp | 109.03%-99.5pp | 59.29%-49.7pp |
| Employer contribution / active EE | $4,431 | $2,834+56.4% | $2,737+61.9% | $2,234+98.4% |
| Participant deferral / active EE | $4,916 | $3,387+45.1% | $3,709+32.6% | $3,805+29.2% |
| Admin fee / account holder | $122 | $98+24.5% | $3,845-96.8% | $158-22.6% |