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.4+ 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 | $75,971 | $79,523-4.5% | $140,016-45.7% | $56,287+35.0% |
| Participation rate | 85.9% | 85.7%+0.2pp | 87.5%-1.6pp | 69.9%+16.0pp |
| Annual return | -5.82% | 2.39%-8.2pp | 651.12%-656.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,684 | $3,350-49.7% | $5,606-70.0% | $2,111-20.2% |
| Participant deferral / active EE | $3,078 | $5,129-40.0% | $6,927-55.6% | $3,350-8.1% |
| Admin fee / account holder | $97 | $614-84.2% | $10,705-99.1% | $521-81.4% |