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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.
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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 |
|---|---|---|
MARKS GROUP WEALTH MANAGEMENT1+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $81,564 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $33,554 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $172,963 | $70,002+147.1% | $115,037+50.4% | $52,331+230.5% |
| Participation rate | 91.1% | 72.1%+19.0pp | 81.4%+9.7pp | 68.1%+23.0pp |
| Annual return | -0.22% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,418 | $2,715+25.9% | $4,608-25.8% | $1,882+81.7% |
| Participant deferral / active EE | $7,781 | $4,920+58.2% | $6,026+29.1% | $3,022+157.5% |
| Admin fee / account holder | $609 | $566+7.6% | $8,175-92.5% | $592+3.0% |