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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $10,436 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,860 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,282 | $46,745-50.2% | $60,547-61.5% | $52,331-55.5% |
| Participation rate | 47.8% | 58.6%-10.7pp | 68.0%-20.1pp | 68.1%-20.3pp |
| Annual return | 0.01% | 0.61%-0.6pp | 335.64%-335.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $295 | $1,259-76.6% | $2,419-87.8% | $1,882-84.3% |
| Participant deferral / active EE | $1,393 | $2,145-35.0% | $3,328-58.1% | $3,022-53.9% |
| Admin fee / account holder | $204 | $537-62.0% | $4,536-95.5% | $592-65.6% |