Filed November 14, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
PENCHECKS3 years Service code 49 · EIN 33-6134835 | Other Services | $7,655 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,056 | $98,727+279.9% | $113,168+231.4% | $85,563+338.3% |
| Participation rate | 98.1% | 80.8%+17.2pp | 76.6%+21.5pp | 66.0%+32.1pp |
| Annual return | 16.98% | 17.43%-0.4pp | 24.27%-7.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $12,110 | $2,907+316.6% | $2,975+307.0% | $2,654+356.4% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $9 | $357-97.6% | $12,068-99.9% | $834-99.0% |