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 ADVISORS2+ years Service code 16 · EIN 68-0043954 44 MONTGOMERY STREET, STE. 1610 · SAN FRANCISCO, CA 94104 | Consulting | $81,785 |
PRIMARK BENEFITS2+ years Service code 12 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Participant communication; Claims pro... | $78,183 |
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 | $26,095 | $46,173-43.5% | $170,442-84.7% | $69,631-62.5% |
| Participation rate | 99.3% | 63.9%+35.4pp | 83.6%+15.7pp | 70.7%+28.6pp |
| Annual return | 11.29% | 21.62%-10.3pp | 205.93%-194.6pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $4,332 | $1,610+169.1% | $5,433-20.3% | $2,032+113.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $169 | $116+46.1% | $13,880-98.8% | $110+53.4% |