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 6-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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $245,942 |
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $240,247 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,062 | $122,693-44.5% | $184,203-63.1% | $199,593-65.9% |
| Participation rate | 94.4% | 86.8%+7.6pp | 86.8%+7.5pp | 72.0%+22.4pp |
| Annual return | 25.63% | 143.91%-118.3pp | 28.81%-3.2pp | 34.25%-8.6pp |
| Employer contribution / active EE | $3,518 | $4,584-23.3% | $6,427-45.3% | $3,034+16.0% |
| Participant deferral / active EE | $7,713 | $7,990-3.5% | $9,131-15.5% | $5,087+51.6% |
| Admin fee / account holder | $225 | $121+86.3% | $13,901-98.4% | $269-16.5% |