Filed January 16, 2017
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 Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $32,122 |
AMERICAN FUNDS1 year Filed as: MID-ATLANTIC CAPITAL GROUP Service code 19 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $4,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,637 | $46,297+2.9% | $71,671-33.5% | $62,292-23.5% |
| Participation rate | 46.8% | 60.6%-13.8pp | 68.7%-21.9pp | 69.5%-22.7pp |
| Annual return | 22.28% | 22.32%0pp | 20.65%+1.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $1,564 | $1,412+10.8% | $2,460-36.4% | $2,042-23.4% |
| Participant deferral / active EE | $3,003 | $2,235+34.4% | $3,438-12.6% | $3,169-5.2% |
| Admin fee / account holder | $229 | $461-50.3% | $5,558-95.9% | $479-52.3% |