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 | $31,727 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,154 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $78,760 | $59,186+33.1% | $76,768+2.6% | $56,287+39.9% |
| Participation rate | 76.3% | 75.2%+1.0pp | 77.0%-0.7pp | 69.9%+6.4pp |
| Annual return | -3.92% | 6.62%-10.5pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,590 | $1,759-9.6% | $2,485-36.0% | $2,111-24.7% |
| Participant deferral / active EE | $6,452 | $3,255+98.2% | $3,852+67.5% | $3,350+92.6% |
| Admin fee / account holder | $214 | $489-56.2% | $6,675-96.8% | $521-58.8% |