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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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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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,107 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $37,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,206 | $65,409+128.1% | $98,442+51.6% | $85,850+73.8% |
| Participation rate | 95.5% | 65.0%+30.5pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 13.31% | 21.76%-8.4pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $8,821 | $2,168+306.9% | $2,960+198.0% | $2,565+243.9% |
| Participant deferral / active EE | $7,109 | $3,166+124.5% | $4,276+66.3% | $3,952+79.9% |
| Admin fee / account holder | $610 | $4,593-86.7% | $5,949-89.8% | $6,260-90.3% |