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.3 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-4021417 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Recordkeeping | $45,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,897 | $121,341-31.7% | $189,513-56.3% | $79,386+4.4% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.8%+0.3pp | 70.7%+17.4pp |
| Annual return | 13.91% | 21.08%-7.2pp | 555.15%-541.2pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,095 | $3,915-46.5% | $6,162-66.0% | $2,427-13.7% |
| Participant deferral / active EE | $5,789 | $6,395-9.5% | $8,221-29.6% | $4,046+43.1% |
| Admin fee / account holder | $160 | $651-75.5% | $12,045-98.7% | $626-74.5% |