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 06-1050034 | Contract Administrator | $61,168 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $34,305 |
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 | $42,281 | $36,767+15.0% | $81,478-48.1% | $62,292-32.1% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 20.18% | 173.80%-153.6pp | 38.78%-18.6pp | 28.90%-8.7pp |
| Employer contribution / active EE | $751 | $1,128-33.4% | $2,568-70.8% | $2,042-63.2% |
| Participant deferral / active EE | $3,887 | $2,111+84.2% | $3,537+9.9% | $3,169+22.7% |
| Admin fee / account holder | $280 | $797-64.8% | $4,561-93.9% | $479-41.5% |