See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.7+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043805 | Recordkeeping | $25,776 |
Filed as: QUAD CITY INVESTMENT ADVISORS, LLC Service code 26 3551 7TH STREET, SUITE 104 · MOLINE, IL 612655436 | Advisory (Participants) | $7,497 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,055 | $65,435-73.9% | $86,677-80.3% | $66,914-74.5% |
| Participation rate | 91.2% | 75.5%+15.8pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | -16.52% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,030 | $2,153-52.1% | $2,836-63.7% | $2,544-59.5% |
| Participant deferral / active EE | $1,936 | $4,100-52.8% | $4,656-58.4% | $4,237-54.3% |
| Admin fee / account holder | $185 | $642-71.2% | $7,493-97.5% | $593-68.8% |