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 FINANCIAL GROUP, LLC Service code 15 · EIN 61-1758632 | Recordkeeping | $27,832 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,268 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $54,159 | $55,636-2.7% | $81,983-33.9% | $73,488-26.3% |
| Participation rate | 75.9% | 62.3%+13.6pp | 69.2%+6.7pp | 70.7%+5.3pp |
| Annual return | 17.34% | 19.07%-1.7pp | 41.31%-24.0pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,115 | $1,625-31.4% | $2,498-55.4% | $2,270-50.9% |
| Participant deferral / active EE | $3,566 | $2,762+29.1% | $3,722-4.2% | $3,740-4.6% |
| Admin fee / account holder | $241 | $493-51.1% | $5,664-95.7% | $513-53.1% |