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.9+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $202,963 |
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 | $81,473 | $100,227-18.7% | $169,993-52.1% | $74,419+9.5% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.0%+7.8pp | 70.7%+24.1pp |
| Annual return | 13.37% | 66.08%-52.7pp | 53.37%-40.0pp | 34.38%-21.0pp |
| Employer contribution / active EE | $2,693 | $4,263-36.8% | $6,785-60.3% | $2,637+2.1% |
| Participant deferral / active EE | $6,311 | $7,143-11.6% | $10,408-39.4% | $4,528+39.4% |
| Admin fee / account holder | $284 | $234+21.1% | $12,815-97.8% | $348-18.4% |