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.6+ years Service code 15 · EIN 13-3745616 108 COROPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $145,472 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,603 | $111,608-36.7% | $177,821-60.3% | $73,409-3.8% |
| Participation rate | 97.6% | 87.9%+9.8pp | 87.7%+9.9pp | 72.2%+25.4pp |
| Annual return | 6.81% | 18.23%-11.4pp | 48.32%-41.5pp | 59.29%-52.5pp |
| Employer contribution / active EE | $2,235 | $3,796-41.1% | $5,918-62.2% | $2,234+0.1% |
| Participant deferral / active EE | $5,177 | $6,199-16.5% | $7,714-32.9% | $3,805+36.0% |
| Admin fee / account holder | $208 | $166+25.3% | $12,427-98.3% | $158+31.4% |