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.6+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $1,885 |
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 | $129,302 | $136,307-5.1% | $177,821-27.3% | $73,488+75.9% |
| Participation rate | 82.7% | 86.1%-3.4pp | 87.7%-5.0pp | 70.7%+12.0pp |
| Annual return | 5.16% | 18.68%-13.5pp | 48.32%-43.2pp | 28.51%-23.4pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,727 | $5,829-18.9% | $7,714-38.7% | $3,740+26.4% |
| Admin fee / account holder | $151 | $596-74.7% | $12,427-98.8% | $513-70.7% |