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 LLC4+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $125,805 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,660 |
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 | $41,918 | $64,311-34.8% | $110,238-62.0% | $75,289-44.3% |
| Participation rate | 96.2% | 79.3%+16.9pp | 79.8%+16.4pp | 72.4%+23.8pp |
| Annual return | -4.16% | -1.74%-2.4pp | 314.74%-318.9pp | -0.04%-4.1pp |
| Employer contribution / active EE | $1,257 | $2,404-47.7% | $3,826-67.2% | $2,405-47.8% |
| Participant deferral / active EE | $3,863 | $3,892-0.7% | $4,672-17.3% | $3,739+3.3% |
| Admin fee / account holder | $98 | $88+12.2% | $8,547-98.8% | $102-3.9% |