See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,749 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $55,790-100.0% | $76,817-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 71.1%-71.1pp | 72.1%-72.1pp | 71.3%-71.3pp |
| Annual return | 23.40% | 64.45%-41.0pp | 1166.11%-1142.7pp | 378.56%-355.2pp |
| Employer contribution / active EE | $338 | $1,810-81.3% | $2,302-85.3% | $2,148-84.3% |
| Participant deferral / active EE | $1,309 | $2,875-54.5% | $3,336-60.8% | $3,539-63.0% |
| Admin fee / account holder | $0 | $159-100.0% | $6,420-100.0% | $142-100.0% |