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 | $59,334 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $32,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,061 | $55,415+33.6% | $155,509-52.4% | $74,495-0.6% |
| Participation rate | 59.0% | 61.9%-2.9pp | 78.2%-19.2pp | 67.2%-8.2pp |
| Annual return | 20.04% | 268.50%-248.5pp | 64.67%-44.6pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $475 | $2,267-79.0% | $4,672-89.8% | $2,623-81.9% |
| Participant deferral / active EE | $3,949 | $2,836+39.2% | $5,626-29.8% | $4,346-9.1% |
| Admin fee / account holder | $238 | $1,738-86.3% | $15,912-98.5% | $1,942-87.7% |