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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,274 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $25,138 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,461 | $132,049-58.8% | $200,582-72.8% | $74,304-26.7% |
| Participation rate | 98.7% | 84.1%+14.6pp | 86.9%+11.8pp | 60.3%+38.4pp |
| Annual return | 23.53% | 22.22%+1.3pp | 42.33%-18.8pp | 29.43%-5.9pp |
| Employer contribution / active EE | $3,964 | $4,558-13.0% | $6,419-38.2% | $2,241+76.9% |
| Participant deferral / active EE | $10,565 | $7,213+46.5% | $9,331+13.2% | $3,767+180.4% |
| Admin fee / account holder | $277 | $2,405-88.5% | $16,305-98.3% | $2,969-90.7% |