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 |
|---|---|---|
TIAA6+ years Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Float revenue | $46,569 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 4460 REDWOOD HIGHWAY · SAN RAFAEL, CA 949031951 | Advisory (Participants) | $30,000 |
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 | $85,680 | $94,833-9.7% | $75,696+13.2% | $86,799-1.3% |
| Participation rate | 95.4% | 79.1%+16.3pp | 74.8%+20.5pp | 72.3%+23.1pp |
| Annual return | 26.54% | 16.91%+9.6pp | 104.53%-78.0pp | 97.91%-71.4pp |
| Employer contribution / active EE | $2,870 | $2,904-1.2% | $2,743+4.6% | $2,405+19.3% |
| Participant deferral / active EE | $5,379 | $3,632+48.1% | $3,821+40.8% | $4,131+30.2% |
| Admin fee / account holder | $150 | $109+37.9% | $3,619-95.9% | $170-11.7% |