Filed October 26, 2006 (most recent of 3 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 |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Recordkeeping | $3,600 |
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 | $75,777 | $81,537-7.1% | $149,718-49.4% | $69,631+8.8% |
| Participation rate | 91.6% | 86.1%+5.5pp | 87.1%+4.5pp | 70.7%+20.9pp |
| Annual return | 1.68% | 22.79%-21.1pp | 1501.63%-1499.9pp | 27571.02%-27569.3pp |
| Employer contribution / active EE | $1,252 | $3,239-61.3% | $5,445-77.0% | $2,032-38.4% |
| Participant deferral / active EE | $4,192 | $4,994-16.1% | $6,569-36.2% | $3,224+30.0% |
| Admin fee / account holder | $213 | $107+99.3% | $11,283-98.1% | $110+92.9% |