Filed November 8, 2017 (most recent of 2 filings on file)
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 9-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.1+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $1,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,074 | $70,667+4.8% | $123,104-39.8% | $52,331+41.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.64% | 6.23%-5.6pp | 13.22%-12.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $3,396 | $2,946+15.3% | $5,151-34.1% | $1,882+80.5% |
| Participant deferral / active EE | $4,624 | $4,493+2.9% | $6,230-25.8% | $3,022+53.0% |
| Admin fee / account holder | $315 | $506-37.7% | $9,015-96.5% | $592-46.7% |