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 LLC6+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $62,574 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,072 | $121,341-22.5% | $189,513-50.4% | $79,386+18.5% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.8%+11.1pp | 70.7%+28.2pp |
| Annual return | 14.67% | 21.08%-6.4pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $3,272 | $3,915-16.4% | $6,162-46.9% | $2,427+34.8% |
| Participant deferral / active EE | $7,630 | $6,395+19.3% | $8,221-7.2% | $4,046+88.6% |
| Admin fee / account holder | $276 | $651-57.7% | $12,045-97.7% | $626-56.0% |