Filed September 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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.1+ years Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $5,784 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,521 | $82,032+6.7% | $123,104-28.9% | $59,632+46.8% |
| Participation rate | 96.5% | 83.2%+13.3pp | 86.8%+9.7pp | 68.7%+27.8pp |
| Annual return | 0.36% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,141 | $3,297-65.4% | $5,151-77.8% | $2,203-48.2% |
| Participant deferral / active EE | $3,857 | $4,667-17.3% | $6,230-38.1% | $3,192+20.9% |
| Admin fee / account holder | $59 | $5,881-99.0% | $9,015-99.3% | $4,297-98.6% |