Filed April 27, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
PENCHECKS2 years Filed as: PENCHECKS TRUST Service code 13 · EIN 33-6134835 8580 LA MESA BOULEVARD SUITE 101 · LA MESA, CA 91942 | Contract Administrator | $14,792 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,320-100.0% | $202,297-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 52.5%-52.5pp | 12.4%-12.4pp |
| Annual return | 6.91% | 9.79%-2.9pp | 14.21%-7.3pp | 9.89%-3.0pp |
| Employer contribution / active EE | $12,000 | $8,252+45.4% | $29,446-59.2% | $14,313-16.2% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $135-100.0% | $7,524-100.0% | $9,084-100.0% |