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.11+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 | Contract Administrator | $89,032 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,332 |
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 | $121,417 | $131,799-7.9% | $200,582-39.5% | $85,563+41.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 17.45% | 21.59%-4.1pp | 42.33%-24.9pp | 31.51%-14.1pp |
| Employer contribution / active EE | $4,408 | $4,532-2.7% | $6,419-31.3% | $2,654+66.1% |
| Participant deferral / active EE | $7,747 | $7,702+0.6% | $9,331-17.0% | $4,375+77.1% |
| Admin fee / account holder | $447 | $235+90.1% | $16,305-97.3% | $834-46.4% |