Filed May 10, 2006 (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 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $60,345 |
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 | $45,896 | $64,909-29.3% | $82,313-44.2% | $62,292-26.3% |
| Participation rate | 94.5% | 74.9%+19.6pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 13.83% | 21.18%-7.4pp | 25.88%-12.0pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,544 | $1,676-7.9% | $2,428-36.4% | $2,042-24.4% |
| Participant deferral / active EE | $2,701 | $3,103-13.0% | $3,706-27.1% | $3,169-14.8% |
| Admin fee / account holder | $286 | $440-34.9% | $5,608-94.9% | $479-40.3% |