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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,302 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,987 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,167 | $56,317+65.4% | $71,209+30.8% | $74,304+25.4% |
| Participation rate | 96.2% | 55.1%+41.1pp | 73.8%+22.5pp | 60.3%+35.9pp |
| Annual return | 11.93% | 42.83%-30.9pp | 282.51%-270.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $3,393 | $2,160+57.1% | $2,721+24.7% | $2,241+51.4% |
| Participant deferral / active EE | $6,015 | $2,788+115.7% | $4,175+44.1% | $3,767+59.7% |
| Admin fee / account holder | $79 | $2,290-96.5% | $5,349-98.5% | $2,969-97.3% |