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 9-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 BENEFITS1+ years Service code 10 · EIN 94-2320862 | Accounting | $22,929 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $10,229 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TTRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $3,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,447 | $36,916-55.4% | $156,549-89.5% | $57,658-71.5% |
| Participation rate | 58.2% | 63.4%-5.2pp | 84.0%-25.8pp | 70.2%-12.0pp |
| Annual return | 10.63% | 12.38%-1.8pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,298 | $1,571-17.4% | $5,501-76.4% | $1,974-34.2% |
| Participant deferral / active EE | $1,205 | $1,926-37.4% | $4,871-75.3% | $3,061-60.6% |
| Admin fee / account holder | $103 | $82+24.4% | $13,027-99.2% | $95+8.6% |