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.7+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $201,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,560 | $111,491-21.5% | $189,513-53.8% | $86,799+0.9% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.8%+10.3pp | 72.3%+25.8pp |
| Annual return | 21.26% | 83.50%-62.2pp | 555.15%-533.9pp | 97.91%-76.6pp |
| Employer contribution / active EE | $2,575 | $3,951-34.8% | $6,162-58.2% | $2,405+7.0% |
| Participant deferral / active EE | $6,185 | $6,437-3.9% | $8,221-24.8% | $4,131+49.7% |
| Admin fee / account holder | $283 | $189+50.1% | $12,045-97.6% | $170+67.0% |