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.7+ years Filed as: PENTEGRA TRUST COMPANY Service code 21 · EIN 13-4021417 | Bank Trustee | $39,201 |
Employer contribution per participant 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 | $119,695 | $121,341-1.4% | $189,513-36.8% | $79,386+50.8% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.8%+10.9pp | 70.7%+28.0pp |
| Annual return | 14.92% | 21.08%-6.2pp | 555.15%-540.2pp | 116.85%-101.9pp |
| Employer contribution / active EE | $6 | $3,915-99.9% | $6,162-99.9% | $2,427-99.8% |
| Participant deferral / active EE | $4,700 | $6,395-26.5% | $8,221-42.8% | $4,046+16.2% |
| Admin fee / account holder | $190 | $651-70.8% | $12,045-98.4% | $626-69.6% |