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 · SANTA BARBARA, CA 931011665 | Investment Mgmt Fees | $13,694 |
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INSUARNCE AND ANNUITY ASSO Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $9,339 |
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 | $90,742 | $48,230+88.1% | $67,502+34.4% | $80,856+12.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.67% | 18.28%-7.6pp | 3512.12%-3501.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,574 | $2,020+27.5% | $2,731-5.7% | $2,755-6.5% |
| Participant deferral / active EE | $2,065 | $2,924-29.4% | $4,000-48.4% | $4,296-51.9% |
| Admin fee / account holder | $160 | $3,681-95.6% | $3,998-96.0% | $6,918-97.7% |