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.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $70,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,875 | $59,186-12.4% | $76,768-32.4% | $56,287-7.8% |
| Participation rate | 61.7% | 75.2%-13.5pp | 77.0%-15.2pp | 69.9%-8.1pp |
| Annual return | 9.54% | 6.62%+2.9pp | 2.43%+7.1pp | -9.96%+19.5pp |
| Employer contribution / active EE | $2,004 | $1,759+14.0% | $2,485-19.4% | $2,111-5.1% |
| Participant deferral / active EE | $4,021 | $3,255+23.5% | $3,852+4.4% | $3,350+20.0% |
| Admin fee / account holder | $327 | $489-33.2% | $6,675-95.1% | $521-37.3% |