Filed July 17, 2005
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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $70,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,283 |
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 | $213,505 | $46,732+356.9% | $156,549+36.4% | $55,167+287.0% |
| Participation rate | 93.0% | 65.8%+27.2pp | 84.0%+9.0pp | 69.0%+24.0pp |
| Annual return | 7.23% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $8,361 | $2,105+297.2% | $5,501+52.0% | $1,963+326.0% |
| Participant deferral / active EE | $6,315 | $2,204+186.5% | $4,871+29.6% | $3,054+106.8% |
| Admin fee / account holder | $219 | $418-47.7% | $13,027-98.3% | $504-56.6% |