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) | $31,408 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,724 |
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 | $41,975 | $52,293-19.7% | $178,490-76.5% | $73,409-42.8% |
| Participation rate | 93.6% | 65.3%+28.3pp | 81.9%+11.7pp | 72.2%+21.5pp |
| Annual return | 12.56% | 34.75%-22.2pp | 151.07%-138.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,688 | $1,735-2.7% | $5,011-66.3% | $2,234-24.4% |
| Participant deferral / active EE | $2,640 | $2,332+13.2% | $5,202-49.2% | $3,805-30.6% |
| Admin fee / account holder | $96 | $127-24.3% | $13,984-99.3% | $158-38.9% |