Filed June 2, 2005 (most recent of 2 filings on file)
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.4+ years Service code 15 · EIN 13-3745616 108 COROPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $98,346 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,904 | $80,005-26.4% | $140,016-57.9% | $55,725+5.7% |
| Participation rate | 94.6% | 87.0%+7.6pp | 87.5%+7.1pp | 70.9%+23.8pp |
| Annual return | -4.16% | 0.46%-4.6pp | 651.12%-655.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,800 | $3,403-47.1% | $5,606-67.9% | $2,078-13.4% |
| Participant deferral / active EE | $4,138 | $5,264-21.4% | $6,927-40.3% | $3,356+23.3% |
| Admin fee / account holder | $153 | $116+32.2% | $10,705-98.6% | $115+32.8% |