Filed October 31, 2024
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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP Service code 26 · EIN 61-1758632 24 E. COTA ST · SANTA BARBARA, CA 93101 | Advisory (Participants) | $46,568 |
Filed as: JOHN HANCOCK, USA Service code 15 · EIN 01-0233346 | Recordkeeping | $940 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,176 | $98,982+40.6% | $162,163-14.2% | $65,185+113.5% |
| Participation rate | 97.8% | 85.8%+12.0pp | 87.6%+10.2pp | 70.2%+27.6pp |
| Annual return | 24.67% | 24.84%-0.2pp | 115.59%-90.9pp | 29.38%-4.7pp |
| Employer contribution / active EE | $5,143 | $3,467+48.4% | $5,614-8.4% | $2,177+136.3% |
| Participant deferral / active EE | $7,635 | $5,384+41.8% | $7,298+4.6% | $3,514+117.3% |
| Admin fee / account holder | $20 | $596-96.7% | $10,843-99.8% | $847-97.7% |