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 | $41,748 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,923 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,239 | $38,365-0.3% | $84,611-54.8% | $65,185-41.3% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 24.65% | 32.00%-7.3pp | 258.74%-234.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,167 | $1,258-7.3% | $2,652-56.0% | $2,177-46.4% |
| Participant deferral / active EE | $4,952 | $2,278+117.3% | $3,899+27.0% | $3,514+40.9% |
| Admin fee / account holder | $219 | $451-51.4% | $4,912-95.5% | $847-74.1% |