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 TRUST COMPANY Service code 15 · EIN 13-4021417 | Recordkeeping | $53,263 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,936 | $59,9360% | $182,032-67.1% | $9,556,684-99.4% |
| Participation rate | 100.0% | 12.5%+87.5pp | 13.4%+86.6pp | 2.4%+97.6pp |
| Annual return | -0.68% | 9.67%-10.4pp | 7.70%-8.4pp | 22.81%-23.5pp |
| Employer contribution / active EE | $5,106 | $11,016-53.6% | $28,478-82.1% | $18,290-72.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $952 | $9520% | $51,246-98.1% | $85,222-98.9% |