Filed March 29, 2021
See peer percentile detail. $4.99 for your first month.
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See the 5-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.3+ years Service code 13 · EIN 11-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NJ 10604 | Contract Administrator | $474 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $122 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,572 | $130,194-42.0% | $169,993-55.5% | $71,457+5.8% |
| Participation rate | 87.3% | 86.1%+1.1pp | 87.0%+0.3pp | 67.9%+19.4pp |
| Annual return | 9.32% | 20.37%-11.0pp | 53.37%-44.1pp | 28.85%-19.5pp |
| Employer contribution / active EE | $4,204 | $4,381-4.0% | $6,785-38.0% | $2,588+62.5% |
| Participant deferral / active EE | $6,972 | $6,923+0.7% | $10,408-33.0% | $4,289+62.6% |
| Admin fee / account holder | $207 | $966-78.5% | $12,815-98.4% | $1,587-86.9% |