Filed July 1, 2013 (most recent of 6 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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.3+ years Service code 28 PO BOX 7248 · COLUMBIA, SC 29202 | Investment Management | $10,560 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,622 | $89,274-63.5% | $149,718-78.2% | $77,958-58.2% |
| Participation rate | 93.8% | 87.6%+6.2pp | 87.1%+6.7pp | 71.6%+22.1pp |
| Annual return | 21.84% | 20.36%+1.5pp | 1501.63%-1479.8pp | 20.87%+1.0pp |
| Employer contribution / active EE | $1,511 | $3,727-59.5% | $5,445-72.3% | $2,310-34.6% |
| Participant deferral / active EE | $1,138 | $5,382-78.8% | $6,569-82.7% | $3,537-67.8% |
| Admin fee / account holder | $4 | $240-98.4% | $11,283-100.0% | $97-96.0% |