See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $18,431 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,536 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $241 |
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 | $103,562 | $69,763+48.4% | $67,502+53.4% | $74,495+39.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.51% | -40.34%+51.9pp | 3512.12%-3500.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $3,793 | $2,704+40.3% | $2,731+38.9% | $2,623+44.6% |
| Participant deferral / active EE | $3,727 | $3,636+2.5% | $4,000-6.8% | $4,346-14.2% |
| Admin fee / account holder | $77 | $896-91.4% | $3,998-98.1% | $1,942-96.0% |