Filed October 2, 2002 (most recent of 2 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.2 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $39,297 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,372 | $111,491-16.3% | $189,513-50.7% | $86,799+7.6% |
| Participation rate | 91.6% | 87.3%+4.3pp | 87.8%+3.8pp | 72.3%+19.3pp |
| Annual return | 20.49% | 83.50%-63.0pp | 555.15%-534.7pp | 97.91%-77.4pp |
| Employer contribution / active EE | $3,241 | $3,951-18.0% | $6,162-47.4% | $2,405+34.7% |
| Participant deferral / active EE | $6,424 | $6,437-0.2% | $8,221-21.9% | $4,131+55.5% |
| Admin fee / account holder | $10 | $189-94.6% | $12,045-99.9% | $170-93.9% |