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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $26,226 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $17,262 |
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 | $95,737 | $65,322+46.6% | $70,449+35.9% | $73,488+30.3% |
| Participation rate | 98.8% | 77.0%+21.8pp | 75.1%+23.7pp | 70.7%+28.1pp |
| Annual return | 14.74% | 15.71%-1.0pp | 109.03%-94.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,661 | $2,460+8.2% | $2,737-2.7% | $2,270+17.2% |
| Participant deferral / active EE | $4,460 | $3,375+32.1% | $3,709+20.3% | $3,740+19.3% |
| Admin fee / account holder | $212 | $214-0.9% | $3,845-94.5% | $513-58.7% |