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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,376 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 20 · EIN 47-1411118 | Trustee (individual) | $20,355 |
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 | $85,688 | $84,948+0.9% | $70,449+21.6% | $73,409+16.7% |
| Participation rate | 92.9% | 79.9%+13.0pp | 75.1%+17.9pp | 72.2%+20.7pp |
| Annual return | 12.26% | 13.39%-1.1pp | 109.03%-96.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $2,348 | $2,834-17.1% | $2,737-14.2% | $2,234+5.1% |
| Participant deferral / active EE | $4,250 | $3,387+25.5% | $3,709+14.6% | $3,805+11.7% |
| Admin fee / account holder | $148 | $98+51.2% | $3,845-96.1% | $158-6.0% |