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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,634 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $37,429 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,157 | $81,474+3.3% | $133,956-37.2% | $73,488+14.5% |
| Participation rate | 91.8% | 76.4%+15.5pp | 79.8%+12.0pp | 70.7%+21.1pp |
| Annual return | 12.48% | 19.40%-6.9pp | 45.09%-32.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $509 | $2,209-77.0% | $3,919-87.0% | $2,270-77.6% |
| Participant deferral / active EE | $6,793 | $3,786+79.4% | $5,048+34.6% | $3,740+81.6% |
| Admin fee / account holder | $293 | $713-59.0% | $8,927-96.7% | $513-43.0% |