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 LLC10+ years Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $83,607 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,330 |
PEERY & ASSOCIATES, INC.3 years Filed as: PEERY & ASSOCIATES, INC Service code 13 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Contract Administrator | $14,841 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,634 | $58,778+61.0% | $129,207-26.8% | $77,643+21.9% |
| Participation rate | 85.3% | 59.2%+26.1pp | 69.6%+15.7pp | 70.6%+14.8pp |
| Annual return | 13.71% | 24.73%-11.0pp | 9417.33%-9403.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,902 | $1,952+48.6% | $4,153-30.1% | $2,726+6.5% |
| Participant deferral / active EE | $5,714 | $3,212+77.9% | $4,168+37.1% | $4,647+22.9% |
| Admin fee / account holder | $321 | $589-45.6% | $7,715-95.8% | $430-25.5% |