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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.
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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 Service code 27 · EIN 61-1758632 | Advisory (Plan) | $29,293 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,175 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,229 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,355 | $61,156+232.5% | $185,823+9.4% | $79,386+156.2% |
| Participation rate | 93.7% | 66.6%+27.1pp | 81.7%+12.0pp | 70.7%+23.0pp |
| Annual return | 11.91% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $9,357 | $2,321+303.2% | $5,167+81.1% | $2,427+285.4% |
| Participant deferral / active EE | $6,353 | $2,789+127.8% | $5,568+14.1% | $4,046+57.0% |
| Admin fee / account holder | $464 | $710-34.6% | $16,237-97.1% | $626-25.9% |