Filed May 28, 2024 (most recent of 2 filings on file)
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 | $29,298 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,988 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,860 | $122,239-57.6% | $184,203-71.8% | $74,495-30.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 20.70% | 19.95%+0.7pp | 28.81%-8.1pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $4,087 | $4,537-9.9% | $6,427-36.4% | $2,623+55.8% |
| Participant deferral / active EE | $4,075 | $7,139-42.9% | $9,131-55.4% | $4,346-6.2% |
| Admin fee / account holder | $286 | $1,260-77.3% | $13,901-97.9% | $1,942-85.3% |