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.5+ years Service code 15 · EIN 13-3745616 108 COROPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $112,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,625 | $88,515-20.2% | $162,163-56.4% | $67,579+4.5% |
| Participation rate | 96.9% | 86.8%+10.1pp | 87.6%+9.4pp | 71.3%+25.7pp |
| Annual return | 20.01% | 27.04%-7.0pp | 115.59%-95.6pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,223 | $3,563-37.6% | $5,614-60.4% | $2,148+3.5% |
| Participant deferral / active EE | $5,190 | $5,724-9.3% | $7,298-28.9% | $3,539+46.7% |
| Admin fee / account holder | $178 | $124+43.7% | $10,843-98.4% | $142+24.9% |