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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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $16,039 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,380 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,359 | $65,061-76.4% | $143,757-89.3% | $66,914-77.0% |
| Participation rate | 88.5% | 65.2%+23.4pp | 80.3%+8.2pp | 69.8%+18.7pp |
| Annual return | -14.42% | -11.14%-3.3pp | -0.04%-14.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $334 | $2,361-85.8% | $4,951-93.2% | $2,544-86.9% |
| Participant deferral / active EE | $2,741 | $2,919-6.1% | $5,637-51.4% | $4,237-35.3% |
| Admin fee / account holder | $85 | $502-83.0% | $14,673-99.4% | $593-85.6% |