Filed July 18, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $71,906 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 24 E COTA ST, STE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $8,501 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 PO BOX 1869 · BRENTWOOD, TN 370241869 | Accounting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,416 | $113,293+69.8% | $67,502+185.1% | $199,593-3.6% |
| Participation rate | 77.1% | 73.3%+3.7pp | 72.9%+4.2pp | 72.0%+5.1pp |
| Annual return | 11.03% | 15.88%-4.8pp | 3512.12%-3501.1pp | 34.25%-23.2pp |
| Employer contribution / active EE | $5,893 | $3,401+73.3% | $2,731+115.8% | $3,034+94.2% |
| Participant deferral / active EE | $6,722 | $4,159+61.6% | $4,000+68.1% | $5,087+32.2% |
| Admin fee / account holder | $48 | $103-52.7% | $3,998-98.8% | $269-82.0% |