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 BENEFITS10+ years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94404 | Contract Administrator | $54,875 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,321 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB Service code 25 · EIN 42-1558009 211 MAIN ST · SAN FRANCISCO, CA 94105 | Directed Trustee | $5,699 |
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 | $93,422 | $60,323+54.9% | $81,812+14.2% | $74,495+25.4% |
| Participation rate | 99.0% | 62.9%+36.2pp | 72.3%+26.7pp | 67.2%+31.8pp |
| Annual return | 15.35% | 16.90%-1.6pp | 773.79%-758.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,056 | $2,620+16.6% | $2,912+4.9% | $2,623+16.5% |
| Participant deferral / active EE | $8,985 | $3,387+165.2% | $4,319+108.1% | $4,346+106.8% |
| Admin fee / account holder | $446 | $1,486-70.0% | $7,386-94.0% | $1,942-77.0% |