Filed March 17, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,250 |
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $11,076 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,109 | $96,018+139.7% | $65,493+251.3% | $85,563+168.9% |
| Participation rate | 99.6% | 74.8%+24.8pp | 73.1%+26.5pp | 66.0%+33.7pp |
| Annual return | 11.20% | 14.51%-3.3pp | 982.45%-971.2pp | 31.51%-20.3pp |
| Employer contribution / active EE | $12,899 | $3,235+298.7% | $2,574+401.1% | $2,654+386.1% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $75 | $271-72.2% | $5,028-98.5% | $834-91.0% |