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.10+ years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $48,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,603 |
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 | $90,055 | $129,021-30.2% | $184,203-51.1% | $77,643+16.0% |
| Participation rate | 95.4% | 87.3%+8.1pp | 86.8%+8.6pp | 70.6%+24.8pp |
| Annual return | 10.15% | 33.27%-23.1pp | 28.81%-18.7pp | 31.24%-21.1pp |
| Employer contribution / active EE | $2,760 | $4,413-37.5% | $6,427-57.1% | $2,726+1.3% |
| Participant deferral / active EE | $6,487 | $7,297-11.1% | $9,131-29.0% | $4,647+39.6% |
| Admin fee / account holder | $63 | $254-75.0% | $13,901-99.5% | $430-85.3% |