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.1 year Service code 15 · EIN 13-3745616 | Recordkeeping | $27,931 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,107 | $80,005+85.1% | $140,016+5.8% | $55,725+165.8% |
| Participation rate | 98.2% | 87.0%+11.2pp | 87.5%+10.7pp | 70.9%+27.3pp |
| Annual return | -12.49% | 0.46%-12.9pp | 651.12%-663.6pp | 244.93%-257.4pp |
| Employer contribution / active EE | $3,835 | $3,403+12.7% | $5,606-31.6% | $2,078+84.6% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $61 | $116-47.4% | $10,705-99.4% | $115-47.2% |