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.2 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-4021417 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Recordkeeping | $42,039 |
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 | $76,981 | $136,307-43.5% | $177,821-56.7% | $73,488+4.8% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.7%+0.4pp | 70.7%+17.5pp |
| Annual return | 3.05% | 18.68%-15.6pp | 48.32%-45.3pp | 28.51%-25.5pp |
| Employer contribution / active EE | $2,054 | $3,712-44.7% | $5,918-65.3% | $2,270-9.5% |
| Participant deferral / active EE | $5,587 | $5,829-4.1% | $7,714-27.6% | $3,740+49.4% |
| Admin fee / account holder | $153 | $596-74.3% | $12,427-98.8% | $513-70.2% |