Filed May 29, 2024
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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $6,832 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 11312 DEAD RIVER ROAD · TAVARES, FL 32778 | Advisory (Plan) | $6,203 |
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 | $9,282 | $50,175-81.5% | $99,443-90.7% | $65,185-85.8% |
| Participation rate | 96.1% | 68.4%+27.7pp | 73.8%+22.3pp | 70.2%+25.9pp |
| Annual return | 42.80% | 25.36%+17.4pp | 30.72%+12.1pp | 29.38%+13.4pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,721 | $2,748-37.4% | $3,619-52.4% | $3,514-51.0% |
| Admin fee / account holder | $87 | $398-78.2% | $6,250-98.6% | $847-89.8% |