Filed August 8, 2014 (most recent of 2 filings on file)
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.1 year Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-4021417 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Recordkeeping | $17,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,298 | $98,982-30.0% | $162,163-57.3% | $65,185+6.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 41.51% | 24.84%+16.7pp | 115.59%-74.1pp | 29.38%+12.1pp |
| Employer contribution / active EE | $1,977 | $3,467-43.0% | $5,614-64.8% | $2,177-9.2% |
| Participant deferral / active EE | $5,246 | $5,384-2.6% | $7,298-28.1% | $3,514+49.3% |
| Admin fee / account holder | $69 | $596-88.4% | $10,843-99.4% | $847-91.8% |