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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $58,794 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $22,497 |
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 | $76,060 | $60,795+25.1% | $69,455+9.5% | $65,185+16.7% |
| Participation rate | 98.6% | 74.9%+23.7pp | 74.6%+24.0pp | 70.2%+28.4pp |
| Annual return | 17.30% | 17.46%-0.2pp | 28.97%-11.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $3,271 | $2,452+33.4% | $2,779+17.7% | $2,177+50.3% |
| Participant deferral / active EE | $5,516 | $3,162+74.5% | $3,535+56.0% | $3,514+57.0% |
| Admin fee / account holder | $161 | $314-48.6% | $3,839-95.8% | $847-81.0% |