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.5 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-4021417 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Recordkeeping | $43,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,786 | $130,194-40.3% | $169,993-54.2% | $71,457+8.9% |
| Participation rate | 52.4% | 86.1%-33.7pp | 87.0%-34.6pp | 67.9%-15.5pp |
| Annual return | 13.71% | 20.37%-6.7pp | 53.37%-39.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $2,041 | $4,381-53.4% | $6,785-69.9% | $2,588-21.1% |
| Participant deferral / active EE | $5,808 | $6,923-16.1% | $10,408-44.2% | $4,289+35.4% |
| Admin fee / account holder | $145 | $966-85.0% | $12,815-98.9% | $1,587-90.9% |