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.5+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $2,465 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,055 | $98,982+28.4% | $162,163-21.6% | $65,185+94.9% |
| Participation rate | 79.0% | 85.8%-6.8pp | 87.6%-8.5pp | 70.2%+8.8pp |
| Annual return | 14.11% | 24.84%-10.7pp | 115.59%-101.5pp | 29.38%-15.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,232 | $5,384-21.4% | $7,298-42.0% | $3,514+20.4% |
| Admin fee / account holder | $208 | $596-65.1% | $10,843-98.1% | $847-75.4% |