Filed June 13, 2016 (most recent of 5 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 |
|---|---|---|
GBQ PARTNERS2+ years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $0 |
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 | $29,330 | $43,110-32.0% | $156,549-81.3% | $65,292-55.1% |
| Participation rate | 98.0% | 69.3%+28.7pp | 84.0%+14.0pp | 72.4%+25.6pp |
| Annual return | 8.65% | 11.24%-2.6pp | 32.23%-23.6pp | 11.84%-3.2pp |
| Employer contribution / active EE | $3,645 | $1,702+114.2% | $5,501-33.7% | $2,302+58.4% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $1 | $47-96.9% | $13,027-100.0% | $57-97.5% |