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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,835 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | 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 | $110,797 | $69,763+58.8% | $67,502+64.1% | $74,495+48.7% |
| Participation rate | 99.4% | 71.4%+28.1pp | 72.9%+26.5pp | 67.2%+32.2pp |
| Annual return | 13.80% | -40.34%+54.1pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,058 | $2,704+13.1% | $2,731+12.0% | $2,623+16.6% |
| Participant deferral / active EE | $4,761 | $3,636+30.9% | $4,000+19.0% | $4,346+9.6% |
| Admin fee / account holder | $171 | $896-81.0% | $3,998-95.7% | $1,942-91.2% |