Filed September 18, 2020 (most recent of 2 filings on file)
Total covered: 47 employees
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,936 |
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 | $29,657 | $41,467-28.5% | $67,313-55.9% | $55,725-46.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -3.17% | 0.82%-4.0pp | -4.08%+0.9pp | 244.93%-248.1pp |
| Employer contribution / active EE | $924 | $1,316-29.8% | $2,566-64.0% | $2,078-55.5% |
| Participant deferral / active EE | $3,745 | $2,399+56.1% | $3,568+4.9% | $3,356+11.6% |
| Admin fee / account holder | $78 | $102-23.2% | $4,507-98.3% | $115-32.0% |