Filed December 2, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,830 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,419 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,034 | $103,685+147.9% | $105,387+143.9% | $65,185+294.3% |
| Participation rate | 98.7% | 83.2%+15.5pp | 82.6%+16.1pp | 70.2%+28.5pp |
| Annual return | 23.18% | 23.88%-0.7pp | 26.82%-3.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $5,717 | $3,842+48.8% | $4,213+35.7% | $2,177+162.7% |
| Participant deferral / active EE | $11,562 | $5,634+105.2% | $5,502+110.1% | $3,514+229.1% |
| Admin fee / account holder | -$26 | $399-106.6% | $6,559-100.4% | $847-103.1% |