Filed October 23, 2014
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 8-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 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,187 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,013 | $51,197+32.8% | $82,719-17.8% | $66,914+1.6% |
| Participation rate | 78.2% | 67.8%+10.4pp | 72.6%+5.7pp | 69.8%+8.4pp |
| Annual return | -17.79% | -9.64%-8.2pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $5,276 | $2,611+102.1% | $3,009+75.3% | $2,544+107.4% |
| Participant deferral / active EE | $7,089 | $3,458+105.0% | $4,395+61.3% | $4,237+67.3% |
| Admin fee / account holder | $50 | $416-88.0% | $5,329-99.1% | $593-91.6% |