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) | $47,606 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,946 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,723 | $46,292-16.4% | $143,757-73.1% | $64,808-40.2% |
| Participation rate | 92.9% | 64.2%+28.7pp | 80.3%+12.6pp | 71.5%+21.4pp |
| Annual return | -14.16% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,683 | $1,910-11.9% | $4,951-66.0% | $2,506-32.9% |
| Participant deferral / active EE | $2,669 | $2,646+0.9% | $5,637-52.7% | $4,310-38.1% |
| Admin fee / account holder | $153 | $154-0.4% | $14,673-99.0% | $188-18.5% |