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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $20,187 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $17,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,473 | $60,989+50.0% | $60,874+50.3% | $66,914+36.7% |
| Participation rate | 98.3% | 74.5%+23.8pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -14.73% | -9.60%-5.1pp | 16.90%-31.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,727 | $2,661+2.5% | $2,701+0.9% | $2,544+7.2% |
| Participant deferral / active EE | $4,473 | $3,615+23.7% | $3,817+17.2% | $4,237+5.6% |
| Admin fee / account holder | $143 | $338-57.6% | $3,224-95.6% | $593-75.8% |