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.4+ years Service code 28 PO BOX 7248 · COLUMBIA, SC 29202 | Investment Management | $12,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,827 | $82,546-56.6% | $140,016-74.4% | $75,289-52.4% |
| Participation rate | 85.4% | 88.4%-2.9pp | 87.5%-2.1pp | 72.4%+13.0pp |
| Annual return | -4.98% | -0.36%-4.6pp | 651.12%-656.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,971 | $3,856-48.9% | $5,606-64.8% | $2,405-18.0% |
| Participant deferral / active EE | $1,371 | $5,731-76.1% | $6,927-80.2% | $3,739-63.3% |
| Admin fee / account holder | $6 | $86-93.3% | $10,705-99.9% | $102-94.4% |