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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,796 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $46,559 |
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 | $73,761 | $86,655-14.9% | $119,609-38.3% | $66,914+10.2% |
| Participation rate | 99.6% | 75.6%+24.0pp | 79.3%+20.3pp | 69.8%+29.8pp |
| Annual return | -17.48% | -8.00%-9.5pp | -14.97%-2.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,736 | $2,536-31.5% | $4,232-59.0% | $2,544-31.8% |
| Participant deferral / active EE | $8,760 | $4,358+101.0% | $5,602+56.4% | $4,237+106.8% |
| Admin fee / account holder | $287 | $755-62.0% | $10,323-97.2% | $593-51.6% |