Filed July 24, 2010
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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,091 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,789 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,167 |
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 | $73,302 | $51,620+42.0% | $90,281-18.8% | $65,185+12.5% |
| Participation rate | 95.2% | 68.6%+26.5pp | 73.3%+21.9pp | 70.2%+25.0pp |
| Annual return | 24.14% | 24.94%-0.8pp | 78.10%-54.0pp | 29.38%-5.2pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,505 | $2,871+196.3% | $3,885+118.9% | $3,514+142.0% |
| Admin fee / account holder | $222 | $384-42.1% | $5,351-95.8% | $847-73.8% |