Filed June 12, 2008
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $33,818 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,591 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,228 | $50,815+85.4% | $155,509-39.4% | $77,643+21.4% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 14.81% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,630 | $1,993+82.1% | $4,672-22.3% | $2,726+33.2% |
| Participant deferral / active EE | $5,243 | $2,822+85.8% | $5,626-6.8% | $4,647+12.8% |
| Admin fee / account holder | $42 | $437-90.4% | $15,912-99.7% | $430-90.3% |