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 INC3 years Service code 27 6179 N PALM AVE · FRESNO, CA 93704 | Advisory (Plan) | $7,076 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,049 | $89,652-64.3% | $141,162-77.3% | $65,185-50.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 7.49% | 32.79%-25.3pp | 71.39%-63.9pp | 29.38%-21.9pp |
| Employer contribution / active EE | $5,098 | $3,065+66.3% | $4,735+7.7% | $2,177+134.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $30 | $569-94.7% | $10,261-99.7% | $847-96.4% |