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 ADMINISTRATORS6+ years Filed as: PENCAL ADMINISTRATORS Service code 99 · EIN 94-2695108 | Other Fees | $14,091 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,560 | $111,608+41.2% | $177,821-11.4% | $73,409+114.6% |
| Participation rate | 97.5% | 87.9%+9.6pp | 87.7%+9.8pp | 72.2%+25.3pp |
| Annual return | 12.40% | 18.23%-5.8pp | 48.32%-35.9pp | 59.29%-46.9pp |
| Employer contribution / active EE | $8,995 | $3,796+137.0% | $5,918+52.0% | $2,234+302.7% |
| Participant deferral / active EE | $5,980 | $6,199-3.5% | $7,714-22.5% | $3,805+57.1% |
| Admin fee / account holder | $278 | $166+68.0% | $12,427-97.8% | $158+76.2% |