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.4 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-4021417 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Recordkeeping | $40,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,999 | $102,553-30.8% | $151,611-53.2% | $66,914+6.1% |
| Participation rate | 63.7% | 85.5%-21.8pp | 87.5%-23.7pp | 69.8%-6.1pp |
| Annual return | -14.30% | -10.82%-3.5pp | 3.33%-17.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,059 | $4,180-50.7% | $6,166-66.6% | $2,544-19.1% |
| Participant deferral / active EE | $5,686 | $6,641-14.4% | $8,363-32.0% | $4,237+34.2% |
| Admin fee / account holder | $182 | $630-71.2% | $11,616-98.4% | $593-69.4% |