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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.
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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 BENEFITS7+ years Service code 10 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE230 · SAN MATEO, CA 94404 | Accounting | $32,662 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $17,677 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB TTRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $5,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,066 | $46,292-15.6% | $143,757-72.8% | $64,808-39.7% |
| Participation rate | 42.6% | 64.2%-21.7pp | 80.3%-37.7pp | 71.5%-28.9pp |
| Annual return | -17.24% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $867 | $1,910-54.6% | $4,951-82.5% | $2,506-65.4% |
| Participant deferral / active EE | $2,026 | $2,646-23.4% | $5,637-64.1% | $4,310-53.0% |
| Admin fee / account holder | $248 | $154+61.4% | $14,673-98.3% | $188+32.2% |