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.11+ years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $54,655 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,871 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,720 | $131,799-19.8% | $200,582-47.3% | $85,563+23.6% |
| Participation rate | 97.6% | 87.9%+9.7pp | 86.9%+10.7pp | 66.0%+31.7pp |
| Annual return | 16.16% | 21.59%-5.4pp | 42.33%-26.2pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,961 | $4,532-34.7% | $6,419-53.9% | $2,654+11.6% |
| Participant deferral / active EE | $7,064 | $7,702-8.3% | $9,331-24.3% | $4,375+61.5% |
| Admin fee / account holder | $69 | $235-70.6% | $16,305-99.6% | $834-91.7% |