Filed March 17, 2010
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 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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $28,265 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $14,028 |
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 | $85,374 | $60,795+40.4% | $69,455+22.9% | $65,185+31.0% |
| Participation rate | 98.7% | 74.9%+23.8pp | 74.6%+24.1pp | 70.2%+28.5pp |
| Annual return | 22.01% | 17.46%+4.6pp | 28.97%-7.0pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,776 | $2,452+13.2% | $2,779-0.1% | $2,177+27.5% |
| Participant deferral / active EE | $4,772 | $3,162+50.9% | $3,535+35.0% | $3,514+35.8% |
| Admin fee / account holder | $192 | $314-38.9% | $3,839-95.0% | $847-77.4% |