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.8+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $211,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,759 | $86,897-18.6% | $151,611-53.3% | $64,808+9.2% |
| Participation rate | 95.6% | 87.3%+8.4pp | 87.5%+8.1pp | 71.5%+24.2pp |
| Annual return | -16.96% | -3.57%-13.4pp | 3.33%-20.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,740 | $4,010-31.7% | $6,166-55.6% | $2,506+9.3% |
| Participant deferral / active EE | $6,663 | $6,690-0.4% | $8,363-20.3% | $4,310+54.6% |
| Admin fee / account holder | $284 | $153+85.9% | $11,616-97.6% | $188+51.4% |