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 SECURITIES LLC Service code 55 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Commissions | $20,314 |
Filed as: MERIDIEN FINANCIAL GROUP INC Service code 55 · EIN 05-0390540 | Other Commissions | $4,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,531 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,819 | $65,376+32.8% | $87,100-0.3% | $65,185+33.2% |
| Participation rate | 94.3% | 75.3%+19.0pp | 76.9%+17.5pp | 70.2%+24.1pp |
| Annual return | 26.47% | 31.27%-4.8pp | 28.19%-1.7pp | 29.38%-2.9pp |
| Employer contribution / active EE | $2,995 | $1,822+64.4% | $2,521+18.8% | $2,177+37.6% |
| Participant deferral / active EE | $7,207 | $3,388+112.7% | $4,049+78.0% | $3,514+105.1% |
| Admin fee / account holder | $19 | $520-96.3% | $7,497-99.7% | $847-97.7% |