Filed October 25, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
PRIMARK BENEFITS10+ years Service code 10 · EIN 94-2320862 1810 GATEWAY DRIVE SUITE 230 · SAN MATEO, CA 94404 | Accounting | $70,566 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 59 · EIN 47-1411118 4340 REDWOOD HIGHWAY STE. B60 · SAN RAFAEL, CA 94903 | Shareholder Servicing | $30,693 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 18 · EIN 94-1737782 12401 RESEARCH BLVD., BLDG 2 · AUSTIN, TX 78759 | Securities brokerage commissions and ... | $13,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,945 | $50,815+45.5% | $155,509-52.4% | $77,643-4.8% |
| Participation rate | 52.7% | 63.1%-10.4pp | 78.2%-25.5pp | 70.6%-17.8pp |
| Annual return | 13.27% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,334 | $1,993+17.2% | $4,672-50.0% | $2,726-14.4% |
| Participant deferral / active EE | $2,835 | $2,822+0.4% | $5,626-49.6% | $4,647-39.0% |
| Admin fee / account holder | $244 | $437-44.2% | $15,912-98.5% | $430-43.4% |