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 FIN GROUP LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $0 |
Filed as: VOYA FINANCIAL SERVICES Service code 28 · EIN 95-4516049 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,439 | $51,447-29.2% | $104,607-65.2% | $73,409-50.4% |
| Participation rate | 98.3% | 68.2%+30.1pp | 74.1%+24.2pp | 72.2%+26.1pp |
| Annual return | 19.03% | 25.06%-6.0pp | 340.46%-321.4pp | 59.29%-40.3pp |
| Employer contribution / active EE | $355 | $1,441-75.3% | $2,681-86.7% | $2,234-84.1% |
| Participant deferral / active EE | $1,160 | $3,058-62.1% | $3,740-69.0% | $3,805-69.5% |
| Admin fee / account holder | $41 | $122-66.8% | $6,473-99.4% | $158-74.3% |