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 |
|---|---|---|
PKS FINANCIAL SERVICES INC4 years Filed as: PKS FINANCIAL SERVICES INC. Service code 27 80 STATE ST. · ALBANY, NY 12207 | Advisory (Plan) | $108,761 |
Filed as: SUMMIT FINANCIAL LLC Service code 27 4 CAMPUS DRIVE · PARSIPPANY, NJ 07054 | Advisory (Plan) | $75,475 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,815 |
PENCHECKS4 years Filed as: PENCHECKS TRUST Service code 13 · EIN 33-6134835 8580 LA MESA BOULEVARD SUITE 101 · LA MESA, CA 91942 | Contract Administrator | $14,852 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $181,263-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 52.9%-52.9pp | 17.1%-17.1pp |
| Annual return | 6.20% | 13.03%-6.8pp | 12.57%-6.4pp | 9.82%-3.6pp |
| Employer contribution / active EE | $0 | $4,855-100.0% | $23,666-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $187,584-100.0% | $2,893-100.0% |