Filed December 5, 2012 (most recent of 5 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 |
|---|---|---|
PEN-CAL ADMINISTRATORS5+ years Filed as: PENCAL ADMINISTRATORS Service code 99 · EIN 94-2695108 | Other Fees | $9,311 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return 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 | $153,100 | $88,515+73.0% | $162,163-5.6% | $67,579+126.5% |
| Participation rate | 93.3% | 86.8%+6.5pp | 87.6%+5.7pp | 71.3%+22.0pp |
| Annual return | 17.69% | 27.04%-9.4pp | 115.59%-97.9pp | 378.56%-360.9pp |
| Employer contribution / active EE | $8,538 | $3,563+139.6% | $5,614+52.1% | $2,148+297.5% |
| Participant deferral / active EE | $5,314 | $5,724-7.2% | $7,298-27.2% | $3,539+50.1% |
| Admin fee / account holder | $260 | $124+109.8% | $10,843-97.6% | $142+82.4% |