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 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,460 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,348 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,291 | $62,543-43.6% | $83,333-57.7% | $55,725-36.7% |
| Participation rate | 77.6% | 78.4%-0.8pp | 77.8%-0.2pp | 70.9%+6.7pp |
| Annual return | 2.37% | 14.85%-12.5pp | 10.63%-8.3pp | 244.93%-242.6pp |
| Employer contribution / active EE | $4,286 | $2,427+76.6% | $3,379+26.9% | $2,078+106.3% |
| Participant deferral / active EE | $9,958 | $5,682+75.3% | $5,565+78.9% | $3,356+196.8% |
| Admin fee / account holder | $49 | $103-52.2% | $7,510-99.3% | $115-57.2% |