Filed March 29, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $35,024 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,124 | $132,049+38.7% | $200,582-8.7% | $74,304+146.5% |
| Participation rate | 78.0% | 84.1%-6.1pp | 86.9%-8.9pp | 60.3%+17.6pp |
| Annual return | 20.47% | 22.22%-1.7pp | 42.33%-21.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $11,224 | $4,558+146.3% | $6,419+74.9% | $2,241+400.8% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |