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 | $17,536 |
Filed as: TEACHERS INSUARNCE AND ANNUITY ASSO Service code 15 · EIN 13-1624203 | Recordkeeping | $7,802 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,864 | $53,822+106.0% | $75,696+46.5% | $85,850+29.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.07% | 24.54%-13.5pp | 104.53%-93.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,802 | $2,017+88.5% | $2,743+38.6% | $2,565+48.2% |
| Participant deferral / active EE | $2,763 | $2,895-4.5% | $3,821-27.7% | $3,952-30.1% |
| Admin fee / account holder | $177 | $3,343-94.7% | $3,619-95.1% | $6,260-97.2% |