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 28 · EIN 47-1411118 4340 REDWOOD HWY # B60 · SAN RAFAEL, CA 949032121 | Investment Management | $5,761 |
TIAA2 years Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $922 |
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 | $44,417 | $63,156-29.7% | $122,332-63.7% | $62,292-28.7% |
| Participation rate | 91.1% | 60.0%+31.1pp | 71.6%+19.5pp | 69.5%+21.6pp |
| Annual return | 14.85% | 20.61%-5.8pp | 30.27%-15.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,114 | $1,385+52.7% | $4,050-47.8% | $2,042+3.5% |
| Participant deferral / active EE | $2,786 | $2,321+20.0% | $3,287-15.2% | $3,169-12.1% |
| Admin fee / account holder | $22 | $440-94.9% | $5,478-99.6% | $479-95.4% |