Filed April 30, 2008 (most recent of 2 filings on file)
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 BENEFITS4+ years Service code 13 · EIN 94-2320862 875 MAHLER ROAD, SUITE 105 · BURLINGAME, CA 94010 | Contract Administrator | $53,259 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,158 |
Filed as: CHARLES SCHWAB Service code 25 · EIN 42-1558009 211 MAIN ST · SAN FRANCISCO, CA 94105 | Directed Trustee | $5,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,347 | $49,177+20.7% | $79,464-25.3% | $64,186-7.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,740 | $2,076+32.0% | $2,800-2.2% | $2,381+15.1% |
| Participant deferral / active EE | $7,980 | $2,821+182.8% | $3,704+115.5% | $3,470+130.0% |
| Admin fee / account holder | $446 | $3,839-88.4% | $5,113-91.3% | $4,888-90.9% |