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 Service code 27 · EIN 61-1758632 | Advisory (Plan) | $30,288 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,502 |
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 | $36,451 | $62,928-42.1% | $172,739-78.9% | $67,579-46.1% |
| Participation rate | 93.3% | 64.5%+28.8pp | 82.6%+10.6pp | 71.3%+22.0pp |
| Annual return | 19.52% | 30.36%-10.8pp | 802.84%-783.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,494 | $1,636-8.7% | $5,143-70.9% | $2,148-30.4% |
| Participant deferral / active EE | $2,459 | $2,145+14.6% | $5,198-52.7% | $3,539-30.5% |
| Admin fee / account holder | $92 | $167-44.7% | $13,954-99.3% | $142-35.3% |