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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,292 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,492 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,388 | $34,677+51.1% | $77,024-32.0% | $64,808-19.2% |
| Participation rate | 83.7% | 49.8%+33.9pp | 67.9%+15.8pp | 71.5%+12.3pp |
| Annual return | -19.57% | -5.33%-14.2pp | 42.32%-61.9pp | 32.82%-52.4pp |
| Employer contribution / active EE | $655 | $1,370-52.2% | $2,812-76.7% | $2,506-73.9% |
| Participant deferral / active EE | $8,578 | $2,556+235.5% | $4,426+93.8% | $4,310+99.0% |
| Admin fee / account holder | $126 | $179-29.4% | $5,425-97.7% | $188-32.9% |