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 | Advisory (Plan) | $21,250 |
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,918 | $67,984+169.1% | $65,493+179.3% | $74,304+146.2% |
| Participation rate | 98.0% | 66.3%+31.7pp | 73.1%+24.9pp | 60.3%+37.7pp |
| Annual return | 10.95% | 19.87%-8.9pp | 982.45%-971.5pp | 29.43%-18.5pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,881 | $3,346+314.8% | $3,961+250.4% | $3,767+268.5% |
| Admin fee / account holder | $60 | $1,373-95.7% | $5,028-98.8% | $2,969-98.0% |