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 | Recordkeeping and information managem... | $31,711 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,544 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $83,495 | $47,126+77.2% | $149,673-44.2% | $74,419+12.2% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.5pp | 70.7%+25.5pp |
| Annual return | 48.78% | 22.75%+26.0pp | 134.42%-85.6pp | 34.38%+14.4pp |
| Employer contribution / active EE | $1,256 | $1,905-34.1% | $4,818-73.9% | $2,637-52.4% |
| Participant deferral / active EE | $4,903 | $2,728+79.8% | $5,680-13.7% | $4,528+8.3% |
| Admin fee / account holder | $41 | $343-88.0% | $13,210-99.7% | $348-88.2% |