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.5+ years Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Recordkeeping | $2,520 |
Employer contribution per participant 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 | $71,739 | $88,515-19.0% | $162,163-55.8% | $67,579+6.2% |
| Participation rate | 94.2% | 86.8%+7.4pp | 87.6%+6.7pp | 71.3%+23.0pp |
| Annual return | 23.37% | 27.04%-3.7pp | 115.59%-92.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,217 | $3,563-65.8% | $5,614-78.3% | $2,148-43.3% |
| Participant deferral / active EE | $4,207 | $5,724-26.5% | $7,298-42.3% | $3,539+18.9% |
| Admin fee / account holder | $212 | $124+71.1% | $10,843-98.0% | $142+48.7% |