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.6+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,850 | $111,608-58.0% | $177,821-73.7% | $73,409-36.2% |
| Participation rate | 90.4% | 87.9%+2.5pp | 87.7%+2.6pp | 72.2%+18.2pp |
| Annual return | 12.96% | 18.23%-5.3pp | 48.32%-35.4pp | 59.29%-46.3pp |
| Employer contribution / active EE | $2,539 | $3,796-33.1% | $5,918-57.1% | $2,234+13.7% |
| Participant deferral / active EE | $5,889 | $6,199-5.0% | $7,714-23.7% | $3,805+54.8% |
| Admin fee / account holder | $179 | $166+7.9% | $12,427-98.6% | $158+13.2% |