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.6+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $20,574 |
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 | $81,331 | $136,307-40.3% | $177,821-54.3% | $73,488+10.7% |
| Participation rate | 90.9% | 86.1%+4.8pp | 87.7%+3.1pp | 70.7%+20.2pp |
| Annual return | 11.37% | 18.68%-7.3pp | 48.32%-37.0pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,027 | $3,712-45.4% | $5,918-65.8% | $2,270-10.7% |
| Participant deferral / active EE | $3,804 | $5,829-34.7% | $7,714-50.7% | $3,740+1.7% |
| Admin fee / account holder | $94 | $596-84.3% | $12,427-99.2% | $513-81.8% |