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 |
|---|---|---|
PRIMARK BENEFITS5 years Service code 13 · EIN 94-2320862 875 MAHLER ROAD, SUITE 105 · BURLINGAME, CA 94010 | Contract Administrator | $22,807 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,317 |
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 | $32,536 | $66,124-50.8% | $90,404-64.0% | $73,488-55.7% |
| Participation rate | 70.8% | 69.7%+1.1pp | 72.7%-1.9pp | 70.7%+0.1pp |
| Annual return | 14.91% | 17.65%-2.7pp | 1293.02%-1278.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $954 | $2,346-59.4% | $3,262-70.8% | $2,270-58.0% |
| Participant deferral / active EE | $4,111 | $3,039+35.3% | $3,963+3.7% | $3,740+9.9% |
| Admin fee / account holder | $129 | $396-67.6% | $5,611-97.7% | $513-74.9% |