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.8+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $23,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,443 | $102,553-22.5% | $151,611-47.6% | $66,914+18.7% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.5pp | 69.8%+29.2pp |
| Annual return | 0.87% | -10.82%+11.7pp | 3.33%-2.5pp | 1.58%-0.7pp |
| Employer contribution / active EE | $2,181 | $4,180-47.8% | $6,166-64.6% | $2,544-14.3% |
| Participant deferral / active EE | $4,392 | $6,641-33.9% | $8,363-47.5% | $4,237+3.7% |
| Admin fee / account holder | $89 | $630-85.8% | $11,616-99.2% | $593-85.0% |