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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $14,792 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $13,864 |
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 | $58,511 | $52,467+11.5% | $57,179+2.3% | $55,167+6.1% |
| Participation rate | 92.5% | 75.8%+16.7pp | 75.3%+17.2pp | 69.0%+23.6pp |
| Annual return | 7.11% | 7.72%-0.6pp | 14.59%-7.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,197 | $2,477-11.3% | $2,682-18.1% | $1,963+11.9% |
| Participant deferral / active EE | $3,982 | $2,830+40.7% | $3,096+28.6% | $3,054+30.4% |
| Admin fee / account holder | $118 | $269-56.3% | $3,139-96.3% | $504-76.7% |