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 7-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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,966 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,226 | $43,133-41.5% | $89,391-71.8% | $73,488-65.7% |
| Participation rate | 69.1% | 55.0%+14.2pp | 68.0%+1.2pp | 70.7%-1.5pp |
| Annual return | 52.75% | 135.66%-82.9pp | 245.62%-192.9pp | 28.51%+24.2pp |
| Employer contribution / active EE | $2,420 | $1,438+68.3% | $2,586-6.4% | $2,270+6.6% |
| Participant deferral / active EE | $5,027 | $2,445+105.7% | $3,890+29.2% | $3,740+34.4% |
| Admin fee / account holder | $8 | $444-98.1% | $4,881-99.8% | $513-98.4% |