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 LLC9+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,957 | $51,045+148.7% | $70,515+80.0% | $71,457+77.7% |
| Participation rate | 98.7% | 59.4%+39.3pp | 68.3%+30.3pp | 67.9%+30.8pp |
| Annual return | 15.87% | 42.63%-26.8pp | 32.77%-16.9pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,542 | $1,790+42.0% | $2,973-14.5% | $2,588-1.8% |
| Participant deferral / active EE | $5,302 | $3,026+75.2% | $4,567+16.1% | $4,289+23.6% |
| Admin fee / account holder | $229 | $1,994-88.5% | $6,412-96.4% | $1,587-85.5% |