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.8+ years Filed as: PENTEGRA TRUST COMPANY Service code 14 · EIN 13-4021417 | Plan Administrator | $34,393 |
Participant 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 | $103,564 | $102,553+1.0% | $151,611-31.7% | $66,914+54.8% |
| Participation rate | 92.3% | 85.5%+6.8pp | 87.5%+4.8pp | 69.8%+22.5pp |
| Annual return | -13.01% | -10.82%-2.2pp | 3.33%-16.3pp | 1.58%-14.6pp |
| Employer contribution / active EE | $4,767 | $4,180+14.0% | $6,166-22.7% | $2,544+87.4% |
| Participant deferral / active EE | $2,017 | $6,641-69.6% | $8,363-75.9% | $4,237-52.4% |
| Admin fee / account holder | $169 | $630-73.2% | $11,616-98.5% | $593-71.6% |