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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,480 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $49,672 |
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 | $70,277 | $91,372-23.1% | $129,995-45.9% | $74,419-5.6% |
| Participation rate | 94.2% | 77.8%+16.4pp | 78.5%+15.7pp | 70.7%+23.4pp |
| Annual return | 17.43% | 23.21%-5.8pp | -137.18%+154.6pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,489 | $2,563-41.9% | $4,320-65.5% | $2,637-43.5% |
| Participant deferral / active EE | $7,960 | $4,721+68.6% | $5,820+36.8% | $4,528+75.8% |
| Admin fee / account holder | $267 | $283-5.9% | $10,614-97.5% | $348-23.3% |