Filed December 20, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA8+ years Service code 72 · EIN 13-1624203 | Other investment fees and expenses | $93,128 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 72 · EIN 61-1758632 | Other investment fees and expenses | $16,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,899 | $79,124+47.7% | $60,874+92.0% | $64,808+80.4% |
| Participation rate | 96.0% | 77.7%+18.3pp | 73.1%+22.9pp | 71.5%+24.5pp |
| Annual return | -14.29% | -7.13%-7.2pp | 16.90%-31.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $6,082 | $3,050+99.4% | $2,701+125.2% | $2,506+142.7% |
| Participant deferral / active EE | $5,242 | $3,725+40.7% | $3,817+37.3% | $4,310+21.6% |
| Admin fee / account holder | $106 | $106-0.1% | $3,224-96.7% | $188-43.8% |