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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,508 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $23,500 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $9,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,424 | $79,124+40.8% | $60,874+83.0% | $64,808+71.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -11.78% | -7.13%-4.6pp | 16.90%-28.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $4,795 | $3,050+57.2% | $2,701+77.5% | $2,506+91.3% |
| Participant deferral / active EE | $4,905 | $3,725+31.7% | $3,817+28.5% | $4,310+13.8% |
| Admin fee / account holder | $107 | $106+1.0% | $3,224-96.7% | $188-43.2% |