Filed April 21, 2011
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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.1+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $9,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,354 | $38,925-55.4% | $73,843-76.5% | $55,191-68.6% |
| Participation rate | 69.0% | 66.0%+2.9pp | 73.4%-4.5pp | 69.2%-0.2pp |
| Annual return | 1.60% | 6.31%-4.7pp | 2267.84%-2266.2pp | 10.78%-9.2pp |
| Employer contribution / active EE | $958 | $1,695-43.5% | $2,787-65.6% | $1,899-49.5% |
| Participant deferral / active EE | $1,672 | $2,351-28.9% | $3,583-53.3% | $3,046-45.1% |
| Admin fee / account holder | $29 | $83-65.4% | $4,880-99.4% | $91-68.4% |