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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 455 HICKEY BLVD STE 416 · DALY CITY, CA 94015 | Advisory (Plan) | $49,113 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,843 |
JHW FINANCIAL SERVICES INC1+ years Filed as: JHW FINANCIAL SVCS FINANCIAL TELESI Service code 99 4340 REDWOOD HWY STE A-23 · SAN RAFAEL, CA 94903 | Other Fees | $4,683 |
TD AMERITRADE, INC.1+ years Service code 33 4211 S. 102ND ST. · OMAHA, NE 68127 | Securities brokerage | $1,547 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,274 | $57,096-27.7% | $94,224-56.2% | $55,191-25.2% |
| Participation rate | 65.2% | 75.7%-10.5pp | 78.8%-13.6pp | 69.2%-4.0pp |
| Annual return | -1.78% | 159.65%-161.4pp | 10.68%-12.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $340 | $1,708-80.1% | $3,587-90.5% | $1,899-82.1% |
| Participant deferral / active EE | $1,256 | $3,165-60.3% | $4,320-70.9% | $3,046-58.8% |
| Admin fee / account holder | $10 | $89-88.5% | $6,269-99.8% | $91-88.7% |