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 |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC4+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,506 |
MALCOLM THOMPSON & ASSOCIATES5+ years Service code 15 · EIN 26-4203770 20445 TX STATE HIGHWAY 249 · HOUSTON, TX 77070 | Recordkeeping | $2,276 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,266 | $49,138-14.0% | $84,015-49.7% | $65,185-35.2% |
| Participation rate | 43.2% | 60.7%-17.6pp | 69.0%-25.9pp | 70.2%-27.0pp |
| Annual return | 19.09% | 23.00%-3.9pp | 71.31%-52.2pp | 29.38%-10.3pp |
| Employer contribution / active EE | $572 | $914-37.3% | $1,983-71.1% | $2,177-73.7% |
| Participant deferral / active EE | $1,642 | $2,397-31.5% | $3,239-49.3% | $3,514-53.3% |
| Admin fee / account holder | $262 | $543-51.7% | $6,101-95.7% | $847-69.0% |