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 LLC5+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $33,974 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,198 |
DAVEY INSURANCE MARKETING INC1 year Filed as: DAVEY INSURANCE MARKING INC DBA PAC Service code 13 1645 SHAW AVE UNIT 101 · CLOVIS, CA 93611 | Contract Administrator | $12,912 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,056 | $89,355+15.3% | $141,162-27.0% | $72,985+41.2% |
| Participation rate | 69.9% | 75.1%-5.2pp | 82.5%-12.6pp | 69.5%+0.4pp |
| Annual return | 23.32% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $5,469 | $3,114+75.6% | $4,735+15.5% | $2,440+124.2% |
| Participant deferral / active EE | $7,477 | $5,418+38.0% | $6,709+11.5% | $3,607+107.3% |
| Admin fee / account holder | $582 | $5,958-90.2% | $10,261-94.3% | $5,124-88.7% |