Filed September 15, 2003
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 8-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 13 · EIN 42-0127290 | Contract Administrator | $26,628 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $16,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,981 | $61,272+7.7% | $149,673-55.9% | $71,457-7.7% |
| Participation rate | 62.0% | 62.5%-0.6pp | 78.8%-16.8pp | 67.9%-6.0pp |
| Annual return | 5.06% | 35.85%-30.8pp | 134.42%-129.4pp | 28.85%-23.8pp |
| Employer contribution / active EE | $240 | $2,378-89.9% | $4,818-95.0% | $2,588-90.7% |
| Participant deferral / active EE | $1,833 | $2,917-37.2% | $5,680-67.7% | $4,289-57.3% |
| Admin fee / account holder | $99 | $1,261-92.2% | $13,210-99.3% | $1,587-93.8% |