Filed July 6, 2021 (most recent of 2 filings on file)
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 INC EMPLOYEE BEN DIST TRU Service code 21 · EIN 33-6134835 8580 LA MESA BLVD · LA MESA, CA 91942 | Bank Trustee | $32,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,952 | $95,880+46.0% | $107,525+30.2% | $85,563+63.6% |
| Participation rate | 99.8% | 70.1%+29.7pp | 75.1%+24.8pp | 66.0%+33.9pp |
| Annual return | 10.32% | 68.06%-57.7pp | 181.32%-171.0pp | 31.51%-21.2pp |
| Employer contribution / active EE | $2,263 | $3,812-40.6% | $3,754-39.7% | $2,654-14.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $36 | $1,025-96.4% | $8,919-99.6% | $834-95.6% |