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 10-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,217 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,844 | $79,171-15.6% | $102,423-34.7% | $74,495-10.3% |
| Participation rate | 64.5% | 74.8%-10.3pp | 76.5%-12.0pp | 67.2%-2.7pp |
| Annual return | 15.84% | 54.93%-39.1pp | 29.32%-13.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,570 | $2,362+8.8% | $3,023-15.0% | $2,623-2.0% |
| Participant deferral / active EE | $5,003 | $4,415+13.3% | $5,053-1.0% | $4,346+15.1% |
| Admin fee / account holder | $203 | $2,001-89.9% | $9,451-97.9% | $1,942-89.6% |