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 | $17,296 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,005 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,555 | $91,552-20.7% | $133,956-45.8% | $79,858-9.1% |
| Participation rate | 91.5% | 73.3%+18.1pp | 79.8%+11.7pp | 69.6%+21.9pp |
| Annual return | 12.73% | 61.85%-49.1pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,558 | $2,384+133.2% | $3,919+41.8% | $2,471+125.0% |
| Participant deferral / active EE | $10,589 | $3,733+183.6% | $5,048+109.8% | $3,740+183.1% |
| Admin fee / account holder | $135 | $6,321-97.9% | $8,927-98.5% | $5,306-97.5% |