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.2+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $1,351 |
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 | $88,296 | $74,089+19.2% | $133,980-34.1% | $55,167+60.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 14.94% | 12.11%+2.8pp | 29.30%-14.4pp | 169.23%-154.3pp |
| Employer contribution / active EE | $3,975 | $3,064+29.7% | $5,211-23.7% | $1,963+102.5% |
| Participant deferral / active EE | $5,099 | $4,678+9.0% | $6,282-18.8% | $3,054+67.0% |
| Admin fee / account holder | $336 | $458-26.7% | $9,324-96.4% | $504-33.4% |