Filed January 12, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 13 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 931011665 | Contract Administrator | $6,900 |
Filed as: NATHAN WECHSLER Service code 10 · EIN 02-0327524 70 COMMERCIAL ST · CONCORD, NH 033015094 | Accounting | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,707 | $58,264-14.7% | $86,612-42.6% | $71,457-30.4% |
| Participation rate | 95.0% | 65.0%+30.0pp | 71.7%+23.3pp | 67.9%+27.1pp |
| Annual return | 15.65% | 21.63%-6.0pp | 591.07%-575.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,393 | $2,574-45.9% | $3,022-53.9% | $2,588-46.2% |
| Participant deferral / active EE | $2,672 | $3,436-22.2% | $4,438-39.8% | $4,289-37.7% |
| Admin fee / account holder | $63 | $1,057-94.1% | $5,614-98.9% | $1,587-96.0% |