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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $46,957 |
FISHER INVESTMENTS7 years Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $32,229 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,026 | $89,248+11.0% | $136,007-27.2% | $74,495+32.9% |
| Participation rate | 86.2% | 69.4%+16.8pp | 76.5%+9.8pp | 67.2%+19.0pp |
| Annual return | 13.69% | 22.76%-9.1pp | 579.32%-565.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,193 | $2,838-58.0% | $4,217-71.7% | $2,623-54.5% |
| Participant deferral / active EE | $5,160 | $4,598+12.2% | $7,025-26.6% | $4,346+18.7% |
| Admin fee / account holder | $531 | $1,545-65.6% | $6,858-92.3% | $1,942-72.6% |