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.4+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $4,531 |
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 | $58,762 | $80,005-26.6% | $140,016-58.0% | $55,725+5.4% |
| Participation rate | 92.4% | 87.0%+5.4pp | 87.5%+4.9pp | 70.9%+21.6pp |
| Annual return | -1.18% | 0.46%-1.6pp | 651.12%-652.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $2,033 | $3,403-40.3% | $5,606-63.7% | $2,078-2.2% |
| Participant deferral / active EE | $4,114 | $5,264-21.9% | $6,927-40.6% | $3,356+22.6% |
| Admin fee / account holder | $302 | $116+161.2% | $10,705-97.2% | $115+162.3% |