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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $57,039 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 24 E COTA ST, STE 200 · SANTA BARBARA, CA 931011665 | Advisory (Plan) | $18,534 |
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 | $179,230 | $105,179+70.4% | $64,056+179.8% | $80,160+123.6% |
| Participation rate | 74.4% | 73.5%+0.9pp | 72.3%+2.1pp | 72.9%+1.5pp |
| Annual return | 12.81% | 20.34%-7.5pp | 33.69%-20.9pp | 40.38%-27.6pp |
| Employer contribution / active EE | $5,014 | $3,311+51.5% | $2,747+82.6% | $2,978+68.4% |
| Participant deferral / active EE | $5,881 | $4,020+46.3% | $3,880+51.6% | $5,017+17.2% |
| Admin fee / account holder | $36 | $113-68.1% | $3,068-98.8% | $145-75.0% |