Filed July 1, 1999
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 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,752 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $34,822 |
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 | $66,942 | $66,302+1.0% | $110,238-39.3% | $56,287+18.9% |
| Participation rate | 88.3% | 74.9%+13.4pp | 79.8%+8.5pp | 69.9%+18.5pp |
| Annual return | -5.93% | -1.18%-4.8pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,131 | $2,047-44.7% | $3,826-70.4% | $2,111-46.4% |
| Participant deferral / active EE | $5,546 | $3,381+64.0% | $4,672+18.7% | $3,350+65.6% |
| Admin fee / account holder | $269 | $698-61.4% | $8,547-96.8% | $521-48.3% |