Filed October 12, 2011 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC3+ years Service code 27 24 E COTA STREET · SANTA BARBARA, CA 93101 | Advisory (Plan) | $38,212 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,001 |
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 | $46,883 | $79,523-41.0% | $140,016-66.5% | $56,287-16.7% |
| Participation rate | 97.9% | 85.7%+12.2pp | 87.5%+10.4pp | 69.9%+28.1pp |
| Annual return | -0.30% | 2.39%-2.7pp | 651.12%-651.4pp | -9.96%+9.7pp |
| Employer contribution / active EE | $2,519 | $3,350-24.8% | $5,606-55.1% | $2,111+19.3% |
| Participant deferral / active EE | $4,817 | $5,129-6.1% | $6,927-30.5% | $3,350+43.8% |
| Admin fee / account holder | $190 | $614-69.1% | $10,705-98.2% | $521-63.5% |