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.8+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $138,363 |
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 | $47,662 | $86,897-45.2% | $151,611-68.6% | $64,808-26.5% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.5%+10.1pp | 71.5%+26.1pp |
| Annual return | -17.98% | -3.57%-14.4pp | 3.33%-21.3pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,323 | $4,010-17.1% | $6,166-46.1% | $2,506+32.6% |
| Participant deferral / active EE | $6,383 | $6,690-4.6% | $8,363-23.7% | $4,310+48.1% |
| Admin fee / account holder | $289 | $153+89.1% | $11,616-97.5% | $188+54.0% |