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.4+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $2,625 |
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 | $123,505 | $79,523+55.3% | $140,016-11.8% | $56,287+119.4% |
| Participation rate | 95.5% | 85.7%+9.8pp | 87.5%+8.0pp | 69.9%+25.7pp |
| Annual return | -2.20% | 2.39%-4.6pp | 651.12%-653.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,400 | $3,350-58.2% | $5,606-75.0% | $2,111-33.7% |
| Participant deferral / active EE | $5,432 | $5,129+5.9% | $6,927-21.6% | $3,350+62.2% |
| Admin fee / account holder | $189 | $614-69.2% | $10,705-98.2% | $521-63.7% |