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.5+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,160 | $88,515-37.7% | $162,163-66.0% | $67,579-18.4% |
| Participation rate | 94.7% | 86.8%+7.9pp | 87.6%+7.2pp | 71.3%+23.4pp |
| Annual return | 26.26% | 27.04%-0.8pp | 115.59%-89.3pp | 378.56%-352.3pp |
| Employer contribution / active EE | $2,117 | $3,563-40.6% | $5,614-62.3% | $2,148-1.4% |
| Participant deferral / active EE | $5,327 | $5,724-6.9% | $7,298-27.0% | $3,539+50.5% |
| Admin fee / account holder | $228 | $124+84.6% | $10,843-97.9% | $142+60.5% |