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 | $15,781 |
Filed as: NATHAN WECHSLER Service code 10 · EIN 02-0327524 70 COMMERCIAL ST · CONCORD, NH 033015094 | Accounting | $11,500 |
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $10,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,890 | $60,323-14.0% | $81,812-36.6% | $74,495-30.3% |
| Participation rate | 95.0% | 62.9%+32.1pp | 72.3%+22.7pp | 67.2%+27.8pp |
| Annual return | 11.85% | 16.90%-5.1pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,621 | $2,620-38.1% | $2,912-44.3% | $2,623-38.2% |
| Participant deferral / active EE | $2,386 | $3,387-29.6% | $4,319-44.8% | $4,346-45.1% |
| Admin fee / account holder | $166 | $1,486-88.8% | $7,386-97.8% | $1,942-91.5% |