See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 | Advisory (Participants) | $9,500 |
PENSION WORKS, INC.1 year Filed as: PENSION WORKS Service code 15 · EIN 03-0359635 | Recordkeeping | $6,258 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,488 | $63,114-42.2% | $92,893-60.7% | $65,185-44.0% |
| Participation rate | 89.7% | 68.8%+20.9pp | 76.0%+13.7pp | 70.2%+19.5pp |
| Annual return | 20.30% | 28.75%-8.5pp | 109.41%-89.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $3,219 | $2,571+25.2% | $3,653-11.9% | $2,177+47.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $271 | $624-56.6% | $5,794-95.3% | $847-68.1% |