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, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $46,736 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,025 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,684 | $71,192+37.2% | $117,854-17.1% | $62,292+56.8% |
| Participation rate | 89.3% | 74.2%+15.1pp | 79.7%+9.7pp | 69.5%+19.8pp |
| Annual return | 17.65% | 18.66%-1.0pp | 335.08%-317.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $747 | $1,934-61.4% | $3,786-80.3% | $2,042-63.4% |
| Participant deferral / active EE | $5,598 | $3,189+75.6% | $4,482+24.9% | $3,169+76.6% |
| Admin fee / account holder | $46 | $587-92.2% | $8,020-99.4% | $479-90.4% |