Filed November 3, 2023
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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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $87,510 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $17,625 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,604 | $91,762+24.9% | $67,502+69.8% | $77,643+47.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.66% | 14.87%-3.2pp | 3512.12%-3500.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $4,699 | $3,181+47.7% | $2,731+72.1% | $2,726+72.4% |
| Participant deferral / active EE | $4,334 | $3,903+11.0% | $4,000+8.4% | $4,647-6.7% |
| Admin fee / account holder | $118 | $176-32.9% | $3,998-97.0% | $430-72.6% |