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 LLC8+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $59,474 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,365 | $130,194-33.7% | $169,993-49.2% | $71,457+20.9% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.0%+11.8pp | 67.9%+30.9pp |
| Annual return | 20.24% | 20.37%-0.1pp | 53.37%-33.1pp | 28.85%-8.6pp |
| Employer contribution / active EE | $3,784 | $4,381-13.6% | $6,785-44.2% | $2,588+46.2% |
| Participant deferral / active EE | $8,322 | $6,923+20.2% | $10,408-20.0% | $4,289+94.0% |
| Admin fee / account holder | $253 | $966-73.8% | $12,815-98.0% | $1,587-84.1% |