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.5+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $2,465 |
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 | $78,634 | $98,982-20.6% | $162,163-51.5% | $65,185+20.6% |
| Participation rate | 98.2% | 85.8%+12.4pp | 87.6%+10.6pp | 70.2%+28.0pp |
| Annual return | 14.91% | 24.84%-9.9pp | 115.59%-100.7pp | 29.38%-14.5pp |
| Employer contribution / active EE | $2,026 | $3,467-41.5% | $5,614-63.9% | $2,177-6.9% |
| Participant deferral / active EE | $3,631 | $5,384-32.6% | $7,298-50.2% | $3,514+3.3% |
| Admin fee / account holder | $95 | $596-84.1% | $10,843-99.1% | $847-88.8% |