Filed January 29, 2009
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.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $54,672 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,728 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 2050 MAIN ST, STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $11,728 |
BENEFIT TRUST COMPANY1 year Service code 25 5901 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Directed Trustee | $707 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $3,106 | $122,693-97.5% | $184,203-98.3% | $199,593-98.4% |
| Participation rate | 74.3% | 86.8%-12.5pp | 86.8%-12.6pp | 72.0%+2.3pp |
| Annual return | 167.12% | 143.91%+23.2pp | 28.81%+138.3pp | 34.25%+132.9pp |
| Employer contribution / active EE | $42 | $4,584-99.1% | $6,427-99.3% | $3,034-98.6% |
| Participant deferral / active EE | $1,405 | $7,990-82.4% | $9,131-84.6% | $5,087-72.4% |
| Admin fee / account holder | $59 | $121-50.8% | $13,901-99.6% | $269-77.9% |