Filed February 11, 2011
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 | Recordkeeping | $1,875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,333 | $89,739-3.8% | $149,718-42.3% | $62,292+38.6% |
| Participation rate | 89.5% | 85.1%+4.4pp | 87.1%+2.4pp | 69.5%+20.0pp |
| Annual return | 27.61% | 21.01%+6.6pp | 1501.63%-1474.0pp | 28.90%-1.3pp |
| Employer contribution / active EE | $1,560 | $3,233-51.8% | $5,445-71.4% | $2,042-23.6% |
| Participant deferral / active EE | $3,237 | $4,797-32.5% | $6,569-50.7% | $3,169+2.2% |
| Admin fee / account holder | $176 | $551-68.1% | $11,283-98.4% | $479-63.3% |