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 FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $36,247 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,435 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $69,030 | $71,192-3.0% | $117,854-41.4% | $62,292+10.8% |
| Participation rate | 93.3% | 74.2%+19.0pp | 79.7%+13.6pp | 69.5%+23.7pp |
| Annual return | 19.14% | 18.66%+0.5pp | 335.08%-315.9pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,005 | $1,934-48.0% | $3,786-73.5% | $2,042-50.8% |
| Participant deferral / active EE | $5,569 | $3,189+74.7% | $4,482+24.3% | $3,169+75.7% |
| Admin fee / account holder | $17 | $587-97.2% | $8,020-99.8% | $479-96.5% |