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 |
|---|---|---|
PENCHECKS2 years Service code 49 · EIN 33-6134835 | Other Services | $7,175 |
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 | $342,973 | $88,890+285.8% | $102,423+234.9% | $77,643+341.7% |
| Participation rate | 98.2% | 80.9%+17.2pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 13.13% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $12,445 | $2,698+361.3% | $3,023+311.6% | $2,726+356.6% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $9 | $235-96.3% | $9,451-99.9% | $430-98.0% |