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 BENEFITS9+ years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94404 | Contract Administrator | $43,883 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,488 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 25 · EIN 42-1558009 211 MAIN ST · SAN FRANCISCO, CA 94105 | Directed Trustee | $5,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,726 | $57,281+46.2% | $86,612-3.3% | $75,163+11.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.11% | 2670.75%-2653.6pp | 591.07%-574.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,842 | $2,314+66.0% | $3,022+27.1% | $2,670+43.9% |
| Participant deferral / active EE | $8,684 | $3,318+161.7% | $4,438+95.7% | $4,125+110.5% |
| Admin fee / account holder | $382 | $4,112-90.7% | $5,614-93.2% | $5,651-93.2% |