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.3+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $8,908 |
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 | $23,028 | $46,100-50.0% | $86,590-73.4% | $69,631-66.9% |
| Participation rate | 85.3% | 67.2%+18.2pp | 73.5%+11.8pp | 70.7%+14.7pp |
| Annual return | 14.51% | 21.02%-6.5pp | 964.84%-950.3pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,159 | $1,850-37.4% | $2,839-59.2% | $2,032-43.0% |
| Participant deferral / active EE | $1,989 | $2,432-18.2% | $3,609-44.9% | $3,224-38.3% |
| Admin fee / account holder | $27 | $94-71.5% | $4,906-99.5% | $110-75.8% |