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 INC4 years Service code 27 6179 N PALM AVE · FRESNO, CA 93704 | Advisory (Plan) | $6,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,624 | $99,957-57.4% | $149,696-71.5% | $73,488-42.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 34.21% | 53.87%-19.7pp | 276.60%-242.4pp | 28.51%+5.7pp |
| Employer contribution / active EE | $3,887 | $3,191+21.8% | $4,644-16.3% | $2,270+71.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $27 | $551-95.1% | $9,309-99.7% | $513-94.7% |