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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 24 E COTA ST, STE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $74,456 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $29,269 |
LBMC, PC2 years Filed as: LBMC Service code 10 · EIN 62-1199757 PO BOX 1869 · BRENTWOOD, TN 370241869 | Accounting | $24,800 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,798 | $79,124+105.8% | $60,874+167.4% | $64,808+151.2% |
| Participation rate | 92.7% | 77.7%+15.0pp | 73.1%+19.6pp | 71.5%+21.3pp |
| Annual return | -10.16% | -7.13%-3.0pp | 16.90%-27.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $6,105 | $3,050+100.2% | $2,701+126.0% | $2,506+143.6% |
| Participant deferral / active EE | $7,371 | $3,725+97.9% | $3,817+93.1% | $4,310+71.0% |
| Admin fee / account holder | $73 | $106-30.7% | $3,224-97.7% | $188-61.0% |