Filed March 20, 2012
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 |
|---|---|---|
MARK CAPITAL MANAGEMENT INC2 years Service code 27 6179 N PALM AVE · FRESNO, CA 93704 | Advisory (Plan) | $6,835 |
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 | $30,576 | $73,102-58.2% | $123,544-75.3% | $56,287-45.7% |
| Participation rate | 98.8% | 74.3%+24.5pp | 82.3%+16.5pp | 69.9%+28.9pp |
| Annual return | 15.01% | 3.01%+12.0pp | 119.20%-104.2pp | -9.96%+25.0pp |
| Employer contribution / active EE | $2,896 | $2,977-2.7% | $4,628-37.4% | $2,111+37.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $29 | $554-94.8% | $9,284-99.7% | $521-94.4% |