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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 HIGHWAY, SUITE B-30 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $8,961 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,016 | $58,879-45.6% | $178,490-82.1% | $73,488-56.4% |
| Participation rate | 76.6% | 66.2%+10.4pp | 81.9%-5.3pp | 70.7%+5.9pp |
| Annual return | 3.48% | 24.86%-21.4pp | 151.07%-147.6pp | 28.51%-25.0pp |
| Employer contribution / active EE | $1,345 | $2,236-39.9% | $5,011-73.2% | $2,270-40.8% |
| Participant deferral / active EE | $1,358 | $2,567-47.1% | $5,202-73.9% | $3,740-63.7% |
| Admin fee / account holder | $107 | $400-73.3% | $13,984-99.2% | $513-79.2% |