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 23 · EIN 95-2834236 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Insurance brokerage commissions and f... | $24,220 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $20,304 |
CMC ENERGY SERVICES, INC.2 years Service code 99 550 PINETOWN ROAD · FORT WASHINGTON, PA 19034 | Other Fees | $19,932 |
Service code 13 511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348 | Contract Administrator | $13,555 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,786 | $89,652-73.5% | $141,162-83.1% | $65,185-63.5% |
| Participation rate | 94.0% | 74.7%+19.2pp | 82.5%+11.5pp | 70.2%+23.8pp |
| Annual return | 24.42% | 32.79%-8.4pp | 71.39%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,511 | $3,065-50.7% | $4,735-68.1% | $2,177-30.6% |
| Participant deferral / active EE | $4,103 | $5,691-27.9% | $6,709-38.8% | $3,514+16.8% |
| Admin fee / account holder | $229 | $569-59.8% | $10,261-97.8% | $847-73.0% |