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 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,875 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,812 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,987 | $58,208+51.2% | $81,812+7.5% | $80,856+8.8% |
| Participation rate | 95.8% | 63.4%+32.4pp | 72.3%+23.4pp | 67.6%+28.2pp |
| Annual return | 11.37% | 41.66%-30.3pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,808 | $2,340+20.0% | $2,912-3.6% | $2,755+1.9% |
| Participant deferral / active EE | $4,883 | $3,281+48.8% | $4,319+13.1% | $4,296+13.7% |
| Admin fee / account holder | $71 | $4,981-98.6% | $7,386-99.0% | $6,918-99.0% |