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, L Service code 13 24 E COTA STREET · SANTA BARBARA, CA 93101 | Contract Administrator | $16,295 |
401K GENERATION3 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $15,951 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $10,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,631 | $111,491-82.4% | $189,513-89.6% | $86,799-77.4% |
| Participation rate | 69.4% | 87.3%-17.9pp | 87.8%-18.4pp | 72.3%-2.9pp |
| Annual return | 18.43% | 83.50%-65.1pp | 555.15%-536.7pp | 97.91%-79.5pp |
| Employer contribution / active EE | $986 | $3,951-75.0% | $6,162-84.0% | $2,405-59.0% |
| Participant deferral / active EE | $2,720 | $6,437-57.7% | $8,221-66.9% | $4,131-34.2% |
| Admin fee / account holder | $115 | $189-39.0% | $12,045-99.0% | $170-32.1% |