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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $146,795 |
PENSIONMARK FINANCIAL GROUP LLC6+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $69,944 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $16,262 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMANN LLP Service code 10 · EIN 56-0747981 | Accounting | $10,800 |
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 | $54,810 | $64,286-14.7% | $90,951-39.7% | $73,409-25.3% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.0%+29.8pp | 72.2%+26.6pp |
| Annual return | 13.14% | 21.45%-8.3pp | 134.60%-121.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $307 | $895-65.6% | $2,122-85.5% | $2,234-86.2% |
| Participant deferral / active EE | $4,518 | $2,453+84.2% | $3,373+33.9% | $3,805+18.7% |
| Admin fee / account holder | $185 | $287-35.7% | $5,959-96.9% | $158+16.9% |