Filed June 27, 2014
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 9-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 |
|---|---|---|
PLANNING AND FINANCIAL ADVISORS1+ years Service code 16 · EIN 68-0043954 44 MONTGOMERY STREET, STE. 1610 · SAN FRANCISCO, CA 94104 | Consulting | $126,893 |
PRIMARK BENEFITS1+ years Service code 12 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Participant loan processing; Consulti... | $55,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,033 | $36,916-37.6% | $156,549-85.3% | $57,658-60.1% |
| Participation rate | 98.7% | 63.4%+35.3pp | 84.0%+14.7pp | 70.2%+28.5pp |
| Annual return | -1.66% | 12.38%-14.0pp | 32.23%-33.9pp | 5.13%-6.8pp |
| Employer contribution / active EE | $3,990 | $1,571+154.0% | $5,501-27.5% | $1,974+102.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $204 | $82+147.4% | $13,027-98.4% | $95+115.9% |