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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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,132 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,000 |
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 | $111,592 | $99,957+11.6% | $149,696-25.5% | $73,488+51.9% |
| Participation rate | 81.0% | 75.7%+5.3pp | 82.5%-1.4pp | 70.7%+10.4pp |
| Annual return | 16.34% | 53.87%-37.5pp | 276.60%-260.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $4,286 | $3,191+34.3% | $4,644-7.7% | $2,270+88.8% |
| Participant deferral / active EE | $5,209 | $6,073-14.2% | $6,842-23.9% | $3,740+39.3% |
| Admin fee / account holder | $158 | $551-71.3% | $9,309-98.3% | $513-69.2% |