Filed April 13, 2004
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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $22,406 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,820 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,650 | $60,165+22.4% | $74,183-0.7% | $55,167+33.5% |
| Participation rate | 74.7% | 74.2%+0.5pp | 76.6%-1.9pp | 69.0%+5.7pp |
| Annual return | 6.86% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,413 | $1,600-11.6% | $2,370-40.4% | $1,963-28.0% |
| Participant deferral / active EE | $4,940 | $2,973+66.2% | $3,550+39.2% | $3,054+61.8% |
| Admin fee / account holder | $275 | $419-34.5% | $5,586-95.1% | $504-45.5% |