See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $98,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $38,022 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $10,854 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,932 | $81,537+27.5% | $149,718-30.6% | $69,631+49.3% |
| Participation rate | 98.6% | 86.1%+12.4pp | 87.1%+11.5pp | 70.7%+27.9pp |
| Annual return | 19.58% | 22.79%-3.2pp | 1501.63%-1482.0pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $4,810 | $3,239+48.5% | $5,445-11.7% | $2,032+136.7% |
| Participant deferral / active EE | $7,575 | $4,994+51.7% | $6,569+15.3% | $3,224+135.0% |
| Admin fee / account holder | $163 | $107+52.2% | $11,283-98.6% | $110+47.3% |