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.5+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10469 | Contract Administrator | $72,151 |
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 | $115,706 | $73,638+57.1% | $95,952+20.6% | $73,488+57.4% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+21.9pp | 70.7%+28.3pp |
| Annual return | 7.73% | 16.78%-9.0pp | 91.61%-83.9pp | 28.51%-20.8pp |
| Employer contribution / active EE | $2,544 | $1,863+36.5% | $2,541+0.1% | $2,270+12.1% |
| Participant deferral / active EE | $4,538 | $3,617+25.5% | $4,167+8.9% | $3,740+21.4% |
| Admin fee / account holder | $714 | $482+48.2% | $6,795-89.5% | $513+39.2% |