Filed November 16, 2005
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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $63,000 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,351 |
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 | $170,927 | $52,208+227.4% | $86,612+97.3% | $74,419+129.7% |
| Participation rate | 98.3% | 66.3%+31.9pp | 71.7%+26.6pp | 70.7%+27.5pp |
| Annual return | 15.69% | 44.46%-28.8pp | 591.07%-575.4pp | 34.38%-18.7pp |
| Employer contribution / active EE | $10,428 | $2,282+356.9% | $3,022+245.0% | $2,637+295.4% |
| Participant deferral / active EE | $7,405 | $3,383+118.9% | $4,438+66.9% | $4,528+63.5% |
| Admin fee / account holder | $52 | $319-83.7% | $5,614-99.1% | $348-85.1% |