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.7+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $128,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,456 | $111,491-49.4% | $189,513-70.2% | $86,799-35.0% |
| Participation rate | 93.3% | 87.3%+6.0pp | 87.8%+5.5pp | 72.3%+21.1pp |
| Annual return | 18.22% | 83.50%-65.3pp | 555.15%-536.9pp | 97.91%-79.7pp |
| Employer contribution / active EE | $3,162 | $3,951-20.0% | $6,162-48.7% | $2,405+31.5% |
| Participant deferral / active EE | $6,810 | $6,437+5.8% | $8,221-17.2% | $4,131+64.8% |
| Admin fee / account holder | $264 | $189+39.7% | $12,045-97.8% | $170+55.5% |