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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $8,481 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 11312 DEAD RIVER ROAD · TAVARES, FL 32778 | Advisory (Plan) | $7,710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,912 | $55,214-87.5% | $104,607-93.4% | $73,488-90.6% |
| Participation rate | 97.3% | 67.8%+29.4pp | 74.1%+23.2pp | 70.7%+26.6pp |
| Annual return | 13.63% | 24.79%-11.2pp | 340.46%-326.8pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $928 | $2,925-68.3% | $3,740-75.2% | $3,740-75.2% |
| Admin fee / account holder | $62 | $424-85.3% | $6,473-99.0% | $513-87.9% |