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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,458 |
PENTEGRA SERVICES, INC.6+ years Service code 15 108 CORPORATE PARK DRIVE, 4TH FLOOR · WHITE PLAINS, NY 106043805 | Recordkeeping | $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 | $59,425 | $111,608-46.8% | $177,821-66.6% | $73,409-19.0% |
| Participation rate | 98.3% | 87.9%+10.5pp | 87.7%+10.6pp | 72.2%+26.2pp |
| Annual return | -0.11% | 18.23%-18.3pp | 48.32%-48.4pp | 59.29%-59.4pp |
| Employer contribution / active EE | $1,411 | $3,796-62.8% | $5,918-76.2% | $2,234-36.8% |
| Participant deferral / active EE | $5,063 | $6,199-18.3% | $7,714-34.4% | $3,805+33.0% |
| Admin fee / account holder | $163 | $166-1.6% | $12,427-98.7% | $158+3.2% |