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) | $64,250 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $26,976 |
GROOM LAW GROUP8 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $12,780 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,300 |
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 | $190,580 | $65,908+189.2% | $81,812+133.0% | $77,643+145.5% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.3%+25.9pp | 70.6%+27.7pp |
| Annual return | 12.90% | 26.64%-13.7pp | 773.79%-760.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $11,081 | $2,370+367.5% | $2,912+280.5% | $2,726+306.5% |
| Participant deferral / active EE | $7,909 | $3,505+125.6% | $4,319+83.1% | $4,647+70.2% |
| Admin fee / account holder | $78 | $526-85.1% | $7,386-98.9% | $430-81.8% |