See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK Service code 26 5401 BUSINESS PARK SOUTH, SUITE 122 · BAKERSFIELD, CA 93309 | Advisory (Participants) | $18,955 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $6,621 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,195 | $95,803-10.0% | $113,168-23.8% | $84,808+1.6% |
| Participation rate | 88.2% | 72.9%+15.4pp | 76.6%+11.7pp | 68.3%+19.9pp |
| Annual return | 11.54% | 25.00%-13.5pp | 24.27%-12.7pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,920 | $2,360+23.7% | $2,975-1.9% | $2,631+11.0% |
| Participant deferral / active EE | $5,078 | $4,242+19.7% | $5,107-0.6% | $4,212+20.6% |
| Admin fee / account holder | $283 | $8,989-96.9% | $12,068-97.7% | $7,344-96.1% |