Filed March 17, 2017 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,975 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $48,158 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Direct payment ... | $23,693 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,986 | $78,419+2.0% | $133,956-40.3% | $73,409+9.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 79.8%+13.0pp | 72.2%+20.7pp |
| Annual return | 11.67% | 33.35%-21.7pp | 45.09%-33.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,579 | $3,925+42.1% | $5,048+10.5% | $3,805+46.6% |
| Admin fee / account holder | $82 | $161-49.4% | $8,927-99.1% | $158-48.3% |