Filed October 15, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $88,873 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $53,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,825 | $43,233-35.6% | $185,117-85.0% | $77,958-64.3% |
| Participation rate | 40.2% | 64.2%-24.1pp | 77.3%-37.1pp | 71.6%-31.5pp |
| Annual return | 17.78% | 20.43%-2.6pp | 40.50%-22.7pp | 20.87%-3.1pp |
| Employer contribution / active EE | $900 | $1,312-31.4% | $4,182-78.5% | $2,310-61.0% |
| Participant deferral / active EE | $1,422 | $2,912-51.2% | $5,045-71.8% | $3,537-59.8% |
| Admin fee / account holder | $158 | $95+65.6% | $8,159-98.1% | $97+61.8% |