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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $24,626 |
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 | $101,829 | $65,557+55.3% | $64,056+59.0% | $71,457+42.5% |
| Participation rate | 97.7% | 73.2%+24.6pp | 72.3%+25.4pp | 67.9%+29.8pp |
| Annual return | 17.47% | 18.94%-1.5pp | 33.69%-16.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,837 | $2,669+6.3% | $2,747+3.3% | $2,588+9.6% |
| Participant deferral / active EE | $4,640 | $3,626+28.0% | $3,880+19.6% | $4,289+8.2% |
| Admin fee / account holder | $155 | $616-74.9% | $3,068-95.0% | $1,587-90.3% |