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.4+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $78,419 |
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.
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 | $66,041 | $65,376+1.0% | $87,100-24.2% | $65,185+1.3% |
| Participation rate | 95.5% | 75.3%+20.2pp | 76.9%+18.7pp | 70.2%+25.3pp |
| Annual return | 2.40% | 31.27%-28.9pp | 28.19%-25.8pp | 29.38%-27.0pp |
| Employer contribution / active EE | $2,166 | $1,822+18.8% | $2,521-14.1% | $2,177-0.5% |
| Participant deferral / active EE | $4,622 | $3,388+36.4% | $4,049+14.2% | $3,514+31.6% |
| Admin fee / account holder | $485 | $520-6.8% | $7,497-93.5% | $847-42.8% |