Filed November 16, 2005 (most recent of 8 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $57,869 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $24,097 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN, GRAHAM, AND COMPANY P.C. Service code 10 · EIN 75-1386677 | Accounting | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,295 | $74,089-24.0% | $133,980-58.0% | $55,167+2.0% |
| Participation rate | 98.2% | 84.3%+13.9pp | 87.1%+11.1pp | 69.0%+29.2pp |
| Annual return | 5.93% | 12.11%-6.2pp | 29.30%-23.4pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,311 | $3,064-57.2% | $5,211-74.8% | $1,963-33.2% |
| Participant deferral / active EE | $3,550 | $4,678-24.1% | $6,282-43.5% | $3,054+16.2% |
| Admin fee / account holder | $394 | $458-13.9% | $9,324-95.8% | $504-21.7% |