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 24 E COTA ST 200 · SANTA BARBARA, CA 931011665 | Investment Mgmt Fees | $16,481 |
Filed as: TEACHERS INSUARNCE AND ANNUITY ASSO Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $7,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,622 | $65,557+50.4% | $64,056+54.0% | $71,457+38.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 13.45% | 18.94%-5.5pp | 33.69%-20.2pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,756 | $2,669-34.2% | $2,747-36.1% | $2,588-32.1% |
| Participant deferral / active EE | $1,323 | $3,626-63.5% | $3,880-65.9% | $4,289-69.2% |
| Admin fee / account holder | $160 | $616-74.0% | $3,068-94.8% | $1,587-89.9% |