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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 FBO MRP47-1411118 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $21,905 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $21,465 |
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 | $69,621 | $57,976+20.1% | $62,995+10.5% | $62,292+11.8% |
| Participation rate | 76.6% | 75.9%+0.7pp | 74.8%+1.8pp | 69.5%+7.1pp |
| Annual return | 12.81% | 17.54%-4.7pp | 87.57%-74.8pp | 28.90%-16.1pp |
| Employer contribution / active EE | $2,131 | $2,415-11.8% | $2,759-22.8% | $2,042+4.3% |
| Participant deferral / active EE | $3,775 | $2,956+27.7% | $3,329+13.4% | $3,169+19.1% |
| Admin fee / account holder | $158 | $276-42.8% | $3,600-95.6% | $479-67.1% |