Filed June 8, 2009 (most recent of 3 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.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $2,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,714 | $89,739-2.3% | $149,718-41.4% | $62,292+40.8% |
| Participation rate | 90.3% | 85.1%+5.2pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 19.06% | 21.01%-2.0pp | 1501.63%-1482.6pp | 28.90%-9.8pp |
| Employer contribution / active EE | $2,657 | $3,233-17.8% | $5,445-51.2% | $2,042+30.1% |
| Participant deferral / active EE | $4,905 | $4,797+2.3% | $6,569-25.3% | $3,169+54.8% |
| Admin fee / account holder | $341 | $551-38.2% | $11,283-97.0% | $479-28.9% |