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 9-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,150 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,000 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2252359 | Advisory (Plan) | $4,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $97,920 | $89,652+9.2% | $141,162-30.6% | $65,185+50.2% |
| Participation rate | 81.7% | 74.7%+7.0pp | 82.5%-0.7pp | 70.2%+11.5pp |
| Annual return | 21.24% | 32.79%-11.6pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,318 | $3,065+8.3% | $4,735-29.9% | $2,177+52.4% |
| Participant deferral / active EE | $3,681 | $5,691-35.3% | $6,709-45.1% | $3,514+4.8% |
| Admin fee / account holder | $161 | $569-71.7% | $10,261-98.4% | $847-81.0% |