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.3+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $1,750 |
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 | $126,702 | $89,739+41.2% | $149,718-15.4% | $62,292+103.4% |
| Participation rate | 99.3% | 85.1%+14.2pp | 87.1%+12.2pp | 69.5%+29.8pp |
| Annual return | 42.87% | 21.01%+21.9pp | 1501.63%-1458.8pp | 28.90%+14.0pp |
| Employer contribution / active EE | $3,106 | $3,233-3.9% | $5,445-42.9% | $2,042+52.1% |
| Participant deferral / active EE | $4,961 | $4,797+3.4% | $6,569-24.5% | $3,169+56.6% |
| Admin fee / account holder | $273 | $551-50.5% | $11,283-97.6% | $479-43.1% |