Filed May 7, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 51 · EIN 61-1758632 | Investment Mgmt Fees | $16,201 |
Filed as: TEACHERS INSUARNCE AND ANNUITY ASSO Service code 15 · EIN 13-1624203 | Recordkeeping | $8,965 |
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 | $92,490 | $54,762+68.9% | $90,281+2.4% | $72,985+26.7% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 16.74% | 30.63%-13.9pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $4,209 | $2,092+101.2% | $2,854+47.5% | $2,440+72.5% |
| Participant deferral / active EE | $2,907 | $2,887+0.7% | $3,885-25.2% | $3,607-19.4% |
| Admin fee / account holder | $164 | $3,972-95.9% | $5,351-96.9% | $5,124-96.8% |