Filed April 7, 2021
Total covered: 41 employees
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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,712 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,256 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,656 | $39,948+56.8% | $89,391-29.9% | $73,409-14.6% |
| Participation rate | 80.5% | 50.4%+30.1pp | 68.0%+12.6pp | 72.2%+8.4pp |
| Annual return | 17.98% | 50.12%-32.1pp | 245.62%-227.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,889 | $2,193+214.2% | $3,890+77.1% | $3,805+81.0% |
| Admin fee / account holder | $128 | $134-4.5% | $4,881-97.4% | $158-18.9% |