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.6 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-4021417 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043805 | Contract Administrator | $20,135 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,388 | $129,021-32.3% | $184,203-52.6% | $77,643+12.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.44% | 33.27%-17.8pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,904 | $4,413-56.8% | $6,427-70.4% | $2,726-30.1% |
| Participant deferral / active EE | $5,372 | $7,297-26.4% | $9,131-41.2% | $4,647+15.6% |
| Admin fee / account holder | $124 | $254-51.2% | $13,901-99.1% | $430-71.2% |