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 LLC7+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $56,942 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,434 |
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 | $76,853 | $102,553-25.1% | $151,611-49.3% | $66,914+14.9% |
| Participation rate | 97.8% | 85.5%+12.3pp | 87.5%+10.3pp | 69.8%+28.0pp |
| Annual return | -17.33% | -10.82%-6.5pp | 3.33%-20.7pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,345 | $4,180-20.0% | $6,166-45.7% | $2,544+31.5% |
| Participant deferral / active EE | $7,585 | $6,641+14.2% | $8,363-9.3% | $4,237+79.0% |
| Admin fee / account holder | $272 | $630-56.7% | $11,616-97.7% | $593-54.1% |